Andrey, Douglas
Firm details
- Headquarters
- San Jose, California
- CRD number
- 312183
- Custodians
- E*TRADE SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Andrey, Douglas is a sole-proprietorship independent registered investment adviser that provides portfolio management primarily to individual and family clients and small businesses. The firm charges fixed fees and manages client relationships on a discretionary basis. Its advisory activity focuses on traditional portfolio management rather than institutional consulting or capital allocation; the adviser does not present itself as an ESG-focused manager and is not registered as a multistate 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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- Other2%
Contacts
1 of 1
Douglas Andrey
Head of OperationsCRD 7445171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 5531 Castle Manor Dr
- Time zone
- PT (UTC-8)
- Office locations
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