Fincera
Firm details
- Headquarters
- New York, New York
- CRD number
- 312342
- Registered since
- August 13, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fincera is structured as a limited liability company that provides portfolio management services to individual and family clients as well as to small businesses and institutions. The firm reports SEC registration in 2026 and operates under a percentage-of-AUM fee model. It is not characterized as a multi-state adviser and is not identified as a capital allocator; Fincera also reports that it does not pursue active ESG investing. Advisory services are focused on discretionary portfolio management rather than pension consulting or related-adviser arrangements.
Assets & Accounts
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
Contacts
1 of 1
Michael Earlywine
Investment Adviser RepresentativeCRD 2166679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 73 Spring St
- Time zone
- ET (UTC-5)
- Office locations
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