Financial Fitness
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 323798
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other94%
- Corporations / Businesses6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Fitness operates as a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm caters to an institutional client base and employs a fee structure based on a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, Financial Fitness maintains affiliations with an insurance company, enhancing its service offerings.
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities36%
- Cash & Cash Equivalents22%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Mark Ragos
Wealth Management AdvisorCRD 6013717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1980 Festival Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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