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 RIA that provides fee-based wealth management to individual and family clients. The firm is SEC-registered (registered in 2021) and operates on a percentage-of-AUM fee model. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports an owner type of individual and does not market itself as an active ESG investor or as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$72.1M in ETFs
58%
$41.5M
40%
$30.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $15.7M | 41,947 | 21.84% |
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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