E6 PORTFOLIOS
Firm details
- Headquarters
- MIDVALE, Utah
- CRD number
- 326617
- Registered since
- July 13, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.74%
- HNWI40.19%
- Charitable Organizations0.99%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
E6 Portfolios LLC is an SEC-registered investment adviser (registration year 2023) organized as a limited liability company that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also performs selection of other advisers, indicating a blended model of direct portfolio management and third‑party manager allocation. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is flagged as an active ESG investor and is identified as a capital allocator; industry affiliations listed include relationships with a broker‑dealer, another investment adviser, and an insurance company.
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
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents14%
- Exchange Traded Equities13%
Owners & executives
2 of 2Monica Akbar
Chief Compliance OfficerCRD 6262432
ROY JONES
Co-Founder & COOCRD 3166097
Contacts
2 of 2JOSHUA JONES
President, Co-FounderCRD 5139521
Jason Lindquist
Director of InvestmentsCRD 5728205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$94.7M in ETFs
10%
$9.8M
89%
$84.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $17.7M | 456,155 | 18.72% |
Location
MIDVALE, UT
SALT LAKE
Location
MIDVALE, UT
Headquartered in MIDVALE, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 6900 S 900 E
- Time zone
- MT (UTC-7)
- Office locations
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