ALL Weather Portfolio Management, Inc.

RIASEC Registered
Total AUM
$12.7M
Discretionary
$12.1M
95% of AUM
Avg account
$135K
Accounts
94
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
116413
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ALL Weather Portfolio Management, Inc. is a small, owner-operated advisory practice serving individual and family clients. The firm combines investment advisory work with related activities — it also operates as a real estate broker, provides accounting services, and sells other financial products. Advisory services focus on portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with the option to bill hourly for certain work. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser; organizationally it is classified as Other/Unclassified and is not positioned as a capital allocator.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 88%, Exchange Traded Equities 12%88%
  • Cash & Cash Equivalents88%
  • Exchange Traded Equities12%

Owners & executives

1 of 1
  • Duff Mayer

    President, CEOCRD 1194409

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

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth