Focused Trading And Investments, Inc.
RIASEC RegisteredEst. 2017
Total AUM
$10K
Discretionary
$10K
100% of AUM
Avg account
$2K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289387
- Registered since
- September 8, 2017
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Focused Trading And Investments, Inc. is a corporation that specializes in portfolio management for individuals and small businesses, as well as market timing services. The firm operates under an unclassified classification and is not recognized as a capital allocator. Established in 2017, it is owned by an individual and does not engage in ESG investing or multi-state advisory services. The firm primarily focuses on providing tailored investment strategies to its clients, although it does not have a large client base.
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
- Exchange Traded Equities100%
Owners & executives
1 of 1
Steven Gray
President, CEO and CCOCRD 6839484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations