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 formed in 2013 and owned by an individual. The firm focuses on serving individual and family clients through fee-based portfolio management and financial planning, charging a percentage of assets under management. It does not operate as a capital allocator or pension consultant, and it is not characterized as an active ESG investor. Their advisory work centers on tailored portfolios for individuals and small businesses rather than institutional mandates. The firm reports its advisory model leans toward equities, with exchange-traded positions playing a prominent role in client accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1THOMAS SWIFT
CaptainCRD 2867067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$10.1M in ETFs
99%
$10M
1%
$111K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) | BlackRock | Passive | Corporate Bond | $5.2M | 101,248 | 51.44% |
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
Similar firms
MERRITT POINT PARTNERS LLC
RIAOAKLAND, CA
CARBON COLLECTIVE INVESTING, LLC
RIAOAKLAND, CA
GRANITE CAPITAL
RIAOAKLAND, CA
ILLUMEN CAPITAL MANAGEMENT, LLC
RIAOAKLAND, CA
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
RIAOAKLAND, CA
FALCON BRIDGE CAPITAL
RIAOAKLAND, CA