Firva Capital Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
4

Firm details

Headquarters
Tampa, Florida
CRD number
147143
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Security Ratings / Pricing Services

Firm profile

FINTRX

Overview

Firva Capital Management LLC is organized as a limited liability company and is classified in the dataset as an institutional registered investment adviser that serves institutional clients. The firm is owner-operated (listed as Individual owner type) and appears to deliver advisory services that are oriented toward security ratings or pricing services rather than traditional discretionary portfolio management. The firm's fee arrangements are non-traditional for an asset manager: the dataset lists hourly charges, fixed fees, and other fee structures, which aligns with a consultancy or specialist-practice model. Firva is not designated as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not identified as a related adviser. It is also listed as not being a multi-state adviser and not newly formed.

Assets & Accounts

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

Owners & executives

2 of 2
  • Leslie Finnemore

    Leslie Finnemore

    Chief Operating OfficerCRD 1675759

  • Michael Bissonnette

    Chief Executive Officer & Chief Investment OfficerCRD 2389574

Contacts

2 of 2
  • Alexander Pinera

    AnalystCRD 5922432

  • Geoffrey Weitzel

    Geoffrey Weitzel

    Senior AnalystCRD 4321708

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3000 Bayport Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth