Fintelect Am, LLC

Overview

Fintelect Am, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator to other managers, does not identify as an active ESG investor, and is not flagged as a multi-state adviser. Fintelect Am also lists roles as sponsor, general partner, or managing member of pooled investment vehicles, indicating it may operate or control proprietary pooled structures in addition to retail advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives