Financial Positioning System, Inc

Overview

Financial Positioning System, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and lists portfolio management for individuals and small businesses among its primary advisory activities. It also publishes periodicals or newsletters as part of its client communications. Fee arrangements include a percentage of assets under management and subscription-style fees. The firm does not identify itself as a capital allocator, is not designated as an active ESG investor, and does not provide pension consulting services.

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Public Holdings

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Location & Offices