FIL Investment Advisors

RIASEC RegisteredEst. 1984
Total AUM
$8.6B
Discretionary
$8.6B
100% of AUM
Avg account
$333M
Accounts
26
Employees
7
Advisory reps
8

Firm details

Headquarters
Pembroke,
CRD number
111103
Registered since
September 4, 1984
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies74.05%
  • Other Investment Advisers25.95%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

FIL Investment Advisors is an institutional registered investment adviser that primarily serves institutional clients and functions as a capital allocator. The firm has been SEC-registered since 1984 and is organized as a corporation with ownership described as a mix of foreign and individual holders. Its advisory work centers on managing portfolios for investment companies and pooled investment vehicles, and it also performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM billing alongside other fee structures. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Rohit Mangla

    Chief Compliance OfficerCRD 6853089

Contacts

3 of 7
  • Stacey Ramsay

    Associate DirectorCRD 7605600

  • Richard Mcbreaty

    Financial DirectorCRD 7605575

  • Adam Outerbridge

    DirectorCRD 5385045

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pembroke, null

Location

Pembroke, null

Headquartered in Pembroke, null.

Address
Pembroke Hall
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth