603 Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324422
- Registered since
- March 9, 2026
- Website
- www.603financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.5%
- Individuals38.21%
- Charitable Organizations1.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
603 Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm is fee-based, charging a percentage of assets under management, and its advisory scope is focused on financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual; it does not identify itself as a capital allocator, pension consultant, or related adviser. It does not report active ESG investing and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- US Government Bonds22%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Christopher Eddy
Financial Advisor / OwnerCRD 4331638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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