Alitus Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 326296
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.18%
- HNWI32.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alitus Financial Services is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm acts as a capital allocator to outside managers and focuses its work with individual and family clients on a fee model based on a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and investor education through seminars or workshops. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities62%
- Public Funds/Mutual Funds27%
- Private Funds8%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Nicholas Wold
Financial AdvisorCRD 7235139
George Rettig
OwnerCRD 7551960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations