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 and operates as an institutional registered investment adviser under individual ownership. The firm is identified in industry data as an institutional RIA rather than a wealth-management boutique or a capital allocator; it does not present itself as a multi-state adviser and is not flagged as an active ESG investor. Its fee structure is categorized generically as "other," and the dataset lists industry affiliations that include another investment adviser and an insurance company. The record does not provide a year of SEC registration or a description of advisory product lines or client verticals.
Assets & Accounts
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
Adam 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
Similar firms
Financial Foundations, Inc.
RIASouthborough, MA
Livelife Capital Partners LLC
RIASouthborough, MA
Penfacs Financial Services
RIASouthborough, MA
Bortolussi Wealth Management, Inc.
RIASouthborough, MA
Cadence Wealth Management LLC
RIAWestborough, MA
Model Capital Management LLC
RIAWaltham, MA