Foresight Investing
RIAState Registered
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$701K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128595
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SECURITIES BROKERAGE
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.35%
- Individuals2.65%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Foresight Investing is a sole-proprietorship independent RIA that serves individual and family clients. The firm is owner-operated and positions itself as a fee-based portfolio manager for individuals and small businesses. Its fee arrangement combines a percentage-of-AUM charge with the possibility of performance-based fees. Foresight Investing does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or related adviser.
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
Asset composition
- US Government Bonds70%
- State & Local Bonds12%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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