FIREPLACE FINANCIAL INC
RIASEC Registered
Total AUM
$4.5M
Discretionary
$0
0% of AUM
Avg account
$300K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312085
- Website
- firefinl.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Fireplace Financial Inc. is a small, independent registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator and provides financial planning and adviser-selection services alongside insurance brokerage and accounting activities. Its fee model includes percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it reports being an active ESG investor. The firm appears to manage client relationships on a non-discretionary basis.
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 Equities100%
Contacts
1 of 1NALIN BHATT
PresidentCRD 4697755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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