Family Investment Center
Firm details
- Headquarters
- Saint Joseph, Missouri
- CRD number
- 113799
- Registered since
- January 3, 2005
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.49%
- Individuals21.87%
- Charitable Organizations2.89%
- Pension & Profit Sharing Plans1.6%
- Corporations / Businesses1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Family Investment Center is an independent registered investment adviser that has been SEC-registered since 2005. The firm works with both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and businesses, pension consulting services, and client education through newsletters and seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is organized as a corporation and is owned by an individual.
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 Funds79%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$586M in ETFs
39%
$230M
58%
$356M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $73.9M | 1,014,673 | 12.62% |
Location
Saint Joseph, MO
Buchanan
Location
Saint Joseph, MO
Headquartered in Saint Joseph, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Buchanan
- Address
- 3805 Beck Rd
- Time zone
- CT (UTC-6)
- Office locations
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