Aech Financial

RIAState Registered
Total AUM
$24M
Discretionary
$24M
100% of AUM
Avg account
$111K
Accounts
217
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336460
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals60.83%
  • HNWI39.17%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aech Financial is an independent, individual-owned limited liability advisory firm focused on serving individuals and families on a fee‑based (percentage of AUM) model. The firm lists portfolio management for individuals and small businesses among its core advisory activities and also engages in selection of other advisers and pension consulting services. Aech Financial acts as a capital allocator—deploying client assets across direct public securities and third‑party alternative managers—and does not identify itself as an ESG investor. The firm is registered in Illinois and Missouri and operates as a small, privately held RIA that targets privately managed accounts rather than institutional pools.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, US Government Bonds 3%, State & Local Bonds 2%, Cash & Cash Equivalents 1%94%
  • Exchange Traded Equities94%
  • US Government Bonds3%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Jay Peters

    Jay Peters

    Registered Investment AdvisorCRD 6463221

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth