Derenzo Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 148612
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.54%
- Individuals21.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Derenzo Advisors LLC is a small, individually owned limited liability company that provides financial planning and portfolio management for individual clients and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator, and it is categorized as unclassified in the snapshot data. The practice appears focused on straightforward advisory work rather than institutional or large-family-office services. The ADV-derived details emphasize advisory and planning activity for retail-sized relationships rather than broader institutional mandates.
Assets & Accounts
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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities11%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations