FINANCIAL POSITIONING SYSTEM, INC
Firm details
- Headquarters
- DERWOOD, Maryland
- CRD number
- 165756
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Financial Positioning System, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm also engages in the publication of periodicals or newsletters, indicating a commitment to educating its clients on financial matters. The client base is largely comprised of individual and family clients, and the firm employs a fee structure that includes a percentage of assets under management and subscription fees.
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 Funds50%
- Exchange Traded Equities49%
- Cash & Cash Equivalents1%
Contacts
1 of 1JEAN-YVES VAN HALLE
PresidentCRD 5010835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DERWOOD, MD
MONTGOMERY
Location
DERWOOD, MD
Headquartered in DERWOOD, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 16001 New Bedford Dr
- Time zone
- ET (UTC-5)
- Office locations
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