Financial Avengers, Inc.
Firm details
- Headquarters
- Oakland, California
- CRD number
- 119636
- Registered since
- May 14, 2013
- Website
- www.financialavengers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.89%
- Individuals5.75%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Avengers, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2013. The firm is individually owned and focuses on serving individuals and families, offering fee-based advice charged as a percentage of assets under management. Core advisory services are financial planning and portfolio management for individuals and small businesses. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 Equities50%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Arthur Mccord
COOCRD 4128014
Contacts
1 of 1
Thomas Swift
CaptainCRD 2867067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$11.1M in ETFs
99%
$11M
1%
$167K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) | BlackRock | Passive | Corporate Bond | $5.6M | 110,014 | 50.64% |
Location
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 827 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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