Flomartin Securities Corporation

RIASEC Registered
Total AUM
$4.4M
Discretionary
$0
0% of AUM
Avg account
$169K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
170592
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Flomartin Securities Corporation is an independent, individually owned registered adviser organized as a corporation that provides portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and serves individual and family clients rather than institutional accounts. According to regulatory filings, the adviser does not act as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or newly formed adviser. It also does not list pension consulting or related-adviser arrangements among its activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, State & Local Bonds 22%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%70%
  • Exchange Traded Equities70%
  • State & Local Bonds22%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Donald Davret

    Investment SpecialistCRD 4565804

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth