Finhabits Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$3.4K

Accounts

33,945

Employees

11

Advisory reps

2

Firm details

Headquarters: New York, New York
CRD number: 210522
Registered since: August 10, 2015
Website: www.finhabits.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Subscription Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Finhabits Advisors, LLC is an independent registered investment adviser formed in 2015 that serves individual and family clients. The firm bills clients through both a percentage-of-AUM fee schedule and subscription fees and focuses on financial planning and portfolio management for individuals and small businesses. It identifies as a domestic limited liability company and reports an affiliation with an insurance company. Finhabits does not list itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

Carlos Garcia
CEO and FounderCRD 6395409

Contacts

1 of 1

Marielena Banuelos
Investment Operations AssociateCRD 7555909

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 19

Active vs passive

$140M in ETFs

Passive

79%

$110M

Active

21%

$29.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)	BlackRock	Passive	Large Blend	$21.8M	132,959	15.62%

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Primary office

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: 413 W 14th St
Time zone: ET (UTC-5)
Office locations

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