Finco Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 312984
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Finco Advisory LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm does not classify itself as a capital allocator and does not engage in active ESG investing. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in client billing. The firm does not have a multi-state presence and is not newly formed, indicating a level of stability in its operations.
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
- Exchange Traded Equities59%
- Non-Exchange Traded Equities40%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Vishwanath Rao
Investment Advisor RepresentativeCRD 7338471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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