Tigris Consulting LLC

RIASEC RegisteredEst. 2017
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$50.3K
Accounts
120
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284070
Registered since
March 15, 2017
Custodians
CAPITAL BANK AND TRUST COMPANY, INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tigris Consulting LLC is a small, fee-based advisory firm focused on individual and family clients. The firm manages client portfolios primarily through equity exposure, with a stated preference for exchange-traded securities and separately managed account-style allocations. Its advisory work includes portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee income is billed as a percentage of assets under management, and the firm does not identify as an active ESG investor or a multi-state adviser. Tigris does not present itself as a capital allocator; instead it appears to implement client-directed equity strategies alongside allocations to third-party vehicles. Mutual funds are used where appropriate, and the firm reports working with external managers for real estate allocations as part of its alternatives lineup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Wissam Bilal

    Wissam Bilal

    FounderCRD 6753744

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth