Featherstone Investment Advisory
Firm details
- Headquarters
- ,
- CRD number
- 325023
- Website
- www.featherstoneia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.12%
- Individuals23.88%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
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
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 Equities40%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds22%
- US Government Bonds5%
- Private Funds5%
Owners & executives
1 of 1
Joseph Featherstone
Chief Executive OfficerCRD 6741343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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