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 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

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
  • Adam Bortolussi

    Adam Bortolussi

    President, Investment AdvisorCRD 4577020

  • Christopher Fitts

    Christopher Fitts

    DirectorCRD 6911259

  • Timothy Fitts

    Timothy Fitts

    Vice PresidentCRD 7311891

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
2 Willow St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth