FINTRON ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
324052
Registered since
October 5, 2023
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fintron Advisors, LLC is a limited liability company that operates in the financial advisory sector, focusing primarily on portfolio management for individuals and small businesses. Established in 2023, the firm is recognized for its straightforward fee structure, charging a percentage of assets under management. While it does not actively engage in ESG investing, it maintains a client base that is likely seeking personalized investment strategies tailored to their specific financial goals. The firm is not classified under any specific category and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • LARRY ROZAS

    Investment AdvisorCRD 6029752

  • Wilder Rumpf

    Senior DirectorCRD 7177702

  • RICHARD FELDMAN

    FinOpCRD 2273453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
201 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth