Domain Money Advisors, LLC

RIASEC Registered
Total AUM
$43.3M
Discretionary
$43.3M
100% of AUM
Avg account
$116K
Accounts
372
Employees
39
Advisory reps
23

Firm details

Headquarters
New York, New York
CRD number
316434
Registered since
December 7, 2021
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI64.19%
  • Individuals35.81%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Domain Money Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021 and serves individual and family clients, including small businesses. The firm provides financial planning and portfolio management services and bills clients primarily through hourly, subscription, or fixed fees rather than asset-based advisory fees. It is structured as an LLC with a mix of domestic-entity and individual ownership and operates across multiple states. Domain does not identify as an active ESG investor and does not function as a capital allocator.

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 57%, Non-Exchange Traded Equities 24%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 5%, State & Local Bonds 2%57%
  • Exchange Traded Equities57%
  • Non-Exchange Traded Equities24%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Cynthia-Elaine Schlanger

    Cynthia-Elaine Schlanger

    Chief Compliance OfficerCRD 5767772

  • Adam Dell

    Adam Dell

    Founder & CEOCRD 6939697

Contacts

3 of 21
  • Alex Mcdonald

    Alex Mcdonald

    Financial PlannerCRD 5804792

  • Carmina Long

    Carmina Long

    Financial PlannerCRD 7157905

  • John Smith

    John Smith

    ManagerCRD 6366511

Unlock 18 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
32 Mercer St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth