FINHABITS ADVISORS, LLC
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
FINTRXOverview
Finhabits Advisors, LLC is an independent registered investment adviser formed in 2015 and organized as an LLC. The firm targets individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its stated fee model combines a percentage-of-AUM charging schedule with subscription-style fees. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and its regulatory snapshot lists it as not a multi-state adviser. The firm also notes an industry affiliation with an insurance company.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1CARLOS GARCIA
CEO and FounderCRD 6395409
Contacts
1 of 1Marielena Banuelos
Investment Operations AssociateCRD 7555909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$127M in ETFs
80%
$101M
21%
$26.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $19.8M | 139,046 | 15.58% |
Location
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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