FITTS FINANCIAL
Firm details
- Headquarters
- SOUTHBOROUGH, Massachusetts
- CRD number
- 311349
- Website
- www.fittsinsurance.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Fitts Financial is organized as a corporation with individual ownership. Publicly available snapshot details are limited: the firm is categorized as unclassified, does not act as a capital allocator, and is not identified as an active ESG investor. The reported fee structure is listed as “Other,” and the record indicates the firm is not registered as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. Industry affiliations noted in the record include ties to another investment adviser and to an insurance company, but the firm’s specific advisory activities and target client segments are not provided.
Assets & Accounts
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
Contacts
3 of 3ADAM BORTOLUSSI
President, Investment AdvisorCRD 4577020
Christopher Fitts
DirectorCRD 6911259
TIMOTHY FITTS
Vice PresidentCRD 7311891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2 Willow St
- Time zone
- ET (UTC-5)
- Office locations
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