Dollars & Sense Financial Fitness
RIASEC Registered
Total AUM
$4M
Discretionary
$0
0% of AUM
Avg account
$400K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329901
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75%
- Individuals25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dollars & Sense Financial Fitness is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients by a percentage of assets under management and by hourly fees. Filings indicate the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state 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
- Exchange Traded Equities50%
- Cash & Cash Equivalents30%
- Non-Exchange Traded Equities15%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1William Buckman
CEO & CCOCRD 7739853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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