Torchlight Financial

RIAState Registered
Total AUM
$48.2M
Discretionary
$45.7M
95% of AUM
Avg account
$238K
Accounts
203
Employees
1
Advisory reps
1

Firm details

Headquarters
Edina, Minnesota
CRD number
156559
Custodians
CHARLES SCHWAB & CO., INC., JOHNSTONE BROKERAGE SERVICES, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI62.77%
  • Individuals37.23%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Torchlight Financial LLC is an independent, state-registered advisory firm based in Minnesota that serves individual and family clients. Operated as a limited liability company under individual ownership, the firm provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee menu includes percentage-of-assets, hourly billing, and fixed fees. The firm does not position itself as a capital allocator, does not emphasize ESG investing, and operates only within its state registration.

Assets & Accounts

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: Public Funds/Mutual Funds 39%, Exchange Traded Equities 27%, Non-Exchange Traded Equities 17%, Cash & Cash Equivalents 13%, US Government Bonds 4%39%
  • Public Funds/Mutual Funds39%
  • Exchange Traded Equities27%
  • Non-Exchange Traded Equities17%
  • Cash & Cash Equivalents13%
  • US Government Bonds4%

Contacts

1 of 1
  • Laura Seymour

    Laura Seymour

    FounderCRD 4326265

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edina, MN

Hennepin

Location

Edina, MN

Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
5200 Willson Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth