Fitts Financial
Firm details
- Headquarters
- Southborough, Massachusetts
- CRD number
- 311349
- Website
- www.fittsinsurance.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Fitts Financial is a Massachusetts-registered corporate investment adviser organized as an institutional RIA and owned by an individual. The firm is registered with the state of Massachusetts and is not set up as a multi-state adviser. Its regulatory and operating profile indicates it does not act as a capital allocator in the sense of seeding or managing third-party managers, and it does not identify as an active ESG investor, pension consultant, or related adviser. The firm’s fee structure is listed as "Other," which typically indicates a non-standard or customized pricing arrangement rather than a simple percentage-of-AUM or commission model. Industry affiliations include relationships with another investment adviser and an insurance company, suggesting some degree of advisory or distribution linkage with those entities.
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
Contacts
3 of 3
Christopher Fitts
DirectorCRD 6911259

Adam Bortolussi
President, Investment AdvisorCRD 4577020

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
- 30 Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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