FAT 5 INVESTMENTS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
OMAHA, Nebraska
CRD number
318838
Fee structure
Other

Firm profile

FINTRX

Overview

FAT 5 Investments, LLC is organized as a limited liability company and is owned by an individual. Publicly available records in this dataset classify the firm as unclassified and indicate the adviser does not identify as a capital allocator, an ESG investor, a multistate adviser, a pension consultant, or a related adviser. The firm reports an atypical fee set-up described generically as "other" rather than standard fee models disclosed in the data. Operational details such as the firm's stated business activities and advisory offerings are not provided in the source. The dataset does record an industry affiliation with an accountant, which may reflect a relationship used for compliance, bookkeeping, or tax services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN RAMAEKERS

    Managing Member And Chief Compliance OfficerCRD 2596508

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
2809 S 160th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth