1 Timothy 6 V 7 LLC

RIASEC Registered
Total AUM
$261K
Discretionary
$261K
100% of AUM
Avg account
$261K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317642
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

1 Timothy 6 V 7 LLC is an individually owned limited liability company that provides advisory services to institutional clients while also offering portfolio management and financial planning capabilities for individuals, small businesses, and pooled investment vehicles. The firm serves as a sponsor, general partner and managing member of pooled vehicles, and it does not position itself as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. The adviser is not an active ESG investor and is not registered as a multi-state or pension consultant adviser.

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

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Client base

Client personas

Contacts

1 of 1
  • John Reed

    CCO, Managing MemberCRD 7470857

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth