Financial Telesis Company
Firm details
- Headquarters
- Solvang, California
- CRD number
- 112804
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI49.25%
- Individuals47.47%
- Charitable Organizations2.31%
- Corporations / Businesses0.77%
- Pension & Profit Sharing Plans0.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Telesis Company is an independent registered investment adviser organized as a corporation that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and bills clients primarily as a percentage of assets under management, with the option for hourly charges. It does not identify as an active ESG investor, is not multi-state, and does not operate as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities74%
- Non-Exchange Traded Equities17%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Contacts
2 of 2Jeffrey Little
PresidentCRD 1293868
Monica Little
SecretaryCRD 4420905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Solvang, CA
Santa Barbara
Location
Solvang, CA
Headquartered in Solvang, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 1603 Copenhagen Dr
- Time zone
- PT (UTC-8)
- Office locations
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