Adtigo Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289311
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.5%
- Individuals4.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Adtigo Investment Advisors, LLC is a compact, client-focused registered advisory firm that manages concentrated portfolios for individuals and small families. The firm’s advisory work centers on discretionary portfolio management, relying heavily on pooled public mutual funds as its primary sleeve while supplementing portfolios with third-party alternative managers. Its fee model combines a percentage of assets under management with performance-based fees, indicating the firm may run performance-sensitive mandates or allocate to strategies with carry or incentive structures. Strategy-wise, the emphasis is on core public fund exposure for broad market access, with selective use of private-market and hedge strategies to add diversification and return enhancement.
Assets & Accounts
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities38%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1William Wojciechowski
Managing Member And Chief Compliance OfficerCRD 6839712
Contacts
2 of 2Ryan Wojciechowski
CCO, Managing MemberCRD 6369308
Gregory Taylor
MemberCRD 6839710
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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