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, LLC-structured independent advisory firm focused on fee-based planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser to another registered entity. Advisory services emphasize financial planning and managing client portfolios; the firm’s owner type is listed as an individual. The firm’s operating footprint appears to be modest in scale based on reported asset levels and account counts.
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
1 of 1Randy Derenzo
Chief Executive OfficerCRD 5643666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations