Bains, Tonya R
RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$1.5M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331854
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bains, Tonya R. operates as a sole proprietorship under the ownership of Tonya R. Bains. The practice combines advisory work—financial planning and portfolio management for individuals and small businesses—with licensure as a real estate broker and an insurance broker. Compensation is reported to include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.
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 Equities51%
- Cash & Cash Equivalents49%
Contacts
1 of 1Tonya Bains
Insurance AgentCRD 1785768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations