Couleur Investments

RIASEC Registered
Total AUM
$17.6M
Discretionary
$17.6M
100% of AUM
Avg account
$142K
Accounts
124
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313231
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.54%
  • Individuals26.46%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Couleur Investments is a small, independent registered investment adviser operating as a limited liability company and focused on serving individuals and families, including small-business owners. The firm’s advisory offering centers on financial planning and discretionary portfolio management, with a fee structure that includes a percentage of assets under management plus hourly and fixed-fee engagements for planning work. Couleur is equity-oriented by preference and uses exchange-traded equities as its primary building blocks while supplementing portfolios with mutual funds and select third-party alternative managers. The adviser does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 64%, Public Funds/Mutual Funds 31%, US Government Bonds 5%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds31%
  • US Government Bonds5%

Owners & executives

1 of 1
  • John Couleur

    CEOCRD 7342023

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth