US Fund Manager LLC

RIASEC Registered
Total AUM
$67.2K
Discretionary
$67.2K
100% of AUM
Avg account
$67.2K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292094
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

US Fund Manager LLC operates as a very small portfolio manager focused on individuals and small businesses. The firm combines advisory services with real estate brokerage activity, charging clients a percentage-of-assets fee. Its filings show a clear preference for liquid equity exposure while retaining the capability to advise on real estate transactions and allocations to real estate strategies. The firm is not positioned as an ESG investor and does not report multi-state advisory activity; its structure and scale point to a tightly focused practice that manages a single client relationship through direct portfolio management.

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
  • Fan Teng

    PrincipalCRD 6900073

Wealth teams

FINTRX

Newly hired reps

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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