FINANCIAL ANALYTICAL SERVICES, INC.

Overview

Financial Analytical Services, Inc. is a privately owned corporate advisory firm that positions itself as a capital allocator and advisor rather than a traditional discretionary money manager. The firm operates as a registered representative of a broker-dealer and identifies as an “other financial product salesperson,” while its advisory offerings emphasize financial planning and the selection of other advisers. Its fee model includes hourly charges plus unspecified “other” fee arrangements. The FINTRX profile classifies the firm as unclassified and indicates it is not a multi-state adviser, not newly formed, and does not identify as an active ESG investor. The firm’s business model appears focused on planning and adviser selection, with a role in placing clients with external managers or product providers rather than running large in-house portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices