Fi401k Advisors
Firm details
- Headquarters
- Centennial, Colorado
- CRD number
- 168408
- Registered since
- April 22, 2016
- Website
- fi401k.com
- Custodians
- MID ATLANTIC CAPITAL CORPORATION, MATRIX SECURITIES, INC., RELIANCE TRUST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Fi401k Advisors is a limited liability company operating as an institutional registered investment adviser. The firm has been SEC-registered since 2016 and identifies its primary client base as institutional, with an explicit focus on pension consulting services. Fee arrangements include percentage-of-AUM and fixed-fee structures. Fi401k Advisors reports multi-state advisory activity, does not describe itself as a capital allocator, and is not an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Contacts
2 of 2
Mark Gutrich
Founder & Managing DirectorCRD 2146126
Hannah Gutrich
Investment Advisor RepresentativeCRD 8186652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Centennial, CO
Arapahoe
Location
Centennial, CO
Headquartered in Centennial, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 9137 E Mineral Cir
- Time zone
- MT (UTC-7)
- Office locations
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