Factor Investing Group
Firm details
- Headquarters
- Westborough, Massachusetts
- CRD number
- 315131
- Registered since
- July 22, 2021
- Website
- factorig.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82%
- Individuals17.16%
- Pension & Profit Sharing Plans0.44%
- Charitable Organizations0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Factor Investing Group is an independent registered investment adviser formed in 2021 that primarily serves individual and family clients. The firm charges a percentage-of-AUM fee and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. It does not describe itself as an active ESG investor and is not structured as a capital allocator; rather, it implements client portfolios directly while occasionally using external managers for certain strategies.
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 Equities54%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
Kendra Rasner
Investment AdvisorCRD 7340239
Christopher Chang
Investment Advisor RepresentativeCRD 1802251
Victor Melfa
PresidentCRD 7397331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$76.1M in ETFs
52%
$39.7M
47%
$36.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.7M | 39,655 | 19.30% |
Location
Westborough, MA
Worcester
Location
Westborough, MA
Headquartered in Westborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 8 Lyman St
- Time zone
- ET (UTC-5)
- Office locations
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