Featherstone Investment Advisory

RIASEC Registered
Total AUM
$11.1M
Discretionary
$11.1M
100% of AUM
Avg account
$202K
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI76.12%
  • Individuals23.88%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Featherstone Investment Advisory is a small, individually owned limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage of assets under management and lists portfolio management and pension consulting services among its advisory activities. It does not identify itself as an active ESG investor and is not designated as a multi-state adviser or capital allocator in its available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 25%, Public Funds/Mutual Funds 22%, US Government Bonds 5%, Private Funds 5%, Cash & Cash Equivalents 3%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds25%
  • Public Funds/Mutual Funds22%
  • US Government Bonds5%
  • Private Funds5%

Owners & executives

1 of 1
  • Joseph Featherstone

    Joseph Featherstone

    Chief Executive OfficerCRD 6741343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth