ETF Portfolio Management LLC
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 145698
- Website
- etfpm.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.61%
- HNWI43.29%
- Charitable Organizations4.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ETF Portfolio Management LLC is a small, individually owned limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It is not flagged as an active ESG investor and is not organized as a multi-state adviser in the source data. Advisory activity centers on discretionary portfolio management rather than fund sponsorship or related-adviser structures.
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 Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1DAVID KREINCES
Founder & Chief Investment OfficerCRD 2835065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2945 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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