Fitts Financial

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Southborough, Massachusetts
CRD number
311349
Fee structure
Other

Firm profile

FINTRX

Overview

Fitts Financial is organized as a corporation and is classified as an institutional registered investment adviser. Ownership is at the individual level rather than being held by a large parent company or consortium. The firm is not registered as a multistate adviser, is not identified as an active ESG investor, and does not act as a pension consultant. Its fee structure is listed as "other," indicating a nonstandard or customized billing arrangement rather than a simple AUM or fixed-fee model. The firm reports no status as a capital allocator and is not flagged as a related adviser to another RIA. In terms of affiliations, Fitts Financial is linked with another investment adviser and an insurance company, suggesting it may coordinate advisory activity or product distribution across those entities. Several common advisory activity fields were not specified in the source data.

Assets & Accounts

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
  • Christopher Fitts

    Christopher Fitts

    DirectorCRD 6911259

  • Adam Bortolussi

    Adam Bortolussi

    President, Investment AdvisorCRD 4577020

  • Timothy Fitts

    Timothy Fitts

    Vice PresidentCRD 7311891

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Southborough, MA

Worcester

Location

Southborough, MA

Headquartered in Southborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Worcester
Address
30 Turnpike Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth