Traditional Digital

RIASEC RegisteredEst. 2026
Total AUM
$74.5M
Discretionary
$7.2M
10% of AUM
Avg account
$24.8M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
339823
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Traditional Digital is a limited liability company that advises institutional clients through portfolio management for pooled investment vehicles. The firm acts as sponsor, general partner and managing member of its pooled vehicles, and charges a combination of percentage-of-AUM and performance-based fees. Its business model centers on running and managing pooled structures rather than retail advisory relationships; the regulatory profile notes SEC registration and an institutional client base. Traditional Digital is not an active ESG investor and does not operate as a multi-state adviser or a dedicated capital allocator. The firm’s structure and advisory activities suggest it focuses on pooled, manager-run strategies where it may retain operational and governance roles (sponsor/GP), while delegating specific portfolio management or strategy execution to internal teams or third-party managers.

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

Owners & executives

1 of 1
  • Harris Bogner

    Chief Compliance OfficerCRD 2758877

Contacts

2 of 2
  • Michael Pruner

    Partner, Head of OperationsCRD 4052787

  • Christopher Cecere

    Head of TradingCRD 4831311

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