Firetower Advisors
RIASEC Registered
Total AUM
$24K
Discretionary
$24K
100% of AUM
Avg account
$12K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336549
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Firetower Advisors is a small, individual-owned limited liability company that offers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include a percentage-of-AUM component and hourly billing. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- US Government Bonds30%
Contacts
1 of 1Jay Mattfeldt
PresidentCRD 8083782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Echo Financial Advisors, LLC
RIAAUM $24KTEAM 1REPS 1
Conceptum Strategies
RIASan Antonio, TX
AUM $24.1KTEAM 1REPS 1
Ebquant, LLC
RIAAUM $23.1KTEAM 2REPS 2
Victorwealth, LLC
RIASan Francisco, CA
AUM $25KTEAM 1REPS 1
Tiburon Capital Advisors LLC
RIAAUM $25KTEAM 1REPS 1
Layne Financial Group
RIABarboursville, WV
AUM $25KTEAM 1REPS 1