Financial Engineering LLC

Overview

Financial Engineering LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its billing arrangements are flexible: percentage-of-AUM, hourly, fixed-fee engagements and commissions are all listed. Beyond investment advice, the firm provides insurance brokerage and accounting services and offers a mix of advisory work that includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars/workshops. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser. The firm’s regulatory snapshot indicates pension consulting services among its advisory activities, but it is not flagged as a pension consultant in its registration details.

Assets & Accounts

Investments & Alternatives