Fichter & Co Investors

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$116K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131997
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fichter & Co Investors is a single-adviser, sole proprietorship operating as an independent registered investment adviser that serves individuals and families. The firm’s stated advisory services focus on financial planning and portfolio management for individuals and small businesses. Ownership is individual rather than institutional; compensation is charged as a percentage of assets under management and via hourly fees. The firm is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consulting adviser.

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

Asset composition

Asset composition: Cash & Cash Equivalents 66%, Exchange Traded Equities 34%66%
  • Cash & Cash Equivalents66%
  • Exchange Traded Equities34%

Contacts

1 of 1
  • Nicholas Fichter

    PrincipalCRD 2564349

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth