Finomenon Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 330907
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.48%
- Individuals46.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Finomenon Investments LLC is an independent, Washington-registered RIA operating as a limited liability company that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it advises on manager selection and runs educational seminars and workshops. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Finomenon identifies as an active ESG investor and positions itself as a capital allocator, indicating it will place client capital with outside managers when appropriate.
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 Equities67%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Ulmer Financial
RIAStill River Financial Planning
RIAELK Capital Advisors, LLC
RIACitrine & Gold LLC
RIADenver, CO