FMT Investment Advisory
Firm details
- Headquarters
- ,
- CRD number
- 133295
- Website
- fmtadvisory.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.09%
- Individuals29.91%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FMT Investment Advisory is a small, privately owned limited liability company that serves individual and family clients on a percentage-of-AUM fee basis. The firm lists portfolio management for individuals and small businesses among its advisory activities and also identifies pension consulting services on its activity profile. It does not position itself as an ESG-focused manager and appears to operate within a single state. Ownership is individual rather than institutional, and the firm reports it is not a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Non-Exchange Traded Equities70%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities5%
Contacts
1 of 1Nicholas Green
FounderCRD 4310326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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