Tuttle Financial Services, Ltd.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
141505
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Tuttle Financial Services, Ltd. is organized as a corporation under individual ownership and markets itself primarily as a financial planning practice. The firm operates on a fixed-fee basis and lists financial planning services as its principal advisory activity. It does not identify as an active ESG investor, is not multi-state, and is not designated as a capital allocator. The adviser’s regulatory registration year is not provided and its classification is recorded as unclassified.

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
  • Joan Yasolsky

    Chief Strategy OfficerCRD 2252810

Contacts

1 of 1
  • Christopher Tuttle

    Christopher Tuttle

    FounderCRD 1517366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
119 W 24th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth