Tringle JR., John R.

RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$199K
Accounts
68
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
171382
Fee structure
Percentage of AUM
Client types
  • Individuals94.44%
  • HNWI5.56%
Services
Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

John R. Tringle Jr. operates as a sole-proprietorship independent registered investment adviser serving individual and family clients. The firm charges fees based on a percentage of assets under management and reports advisory activity that includes portfolio management for individuals and small businesses, publishing periodic newsletters or similar materials, and offering educational seminars or workshops. The business also engages in other financial product sales. The firm is not positioned as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 45%, Cash & Cash Equivalents 15%, Exchange Traded Equities 10%, Non-Exchange Traded Equities 10%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 5%45%
  • Other45%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities10%
  • Non-Exchange Traded Equities10%
  • State & Local Bonds5%

Contacts

1 of 1
  • John Tringle

    John Tringle

    Sole ProprietorCRD 1579350

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth