Foris Capital US LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
282331
Registered since
June 23, 2016

Firm profile

FINTRX

Overview

Foris Capital US LLC is organized as a limited liability company and has been SEC-registered since 2016. Ownership is listed as a combination of a domestic entity and an individual. Publicly available metadata classifies the firm as "unclassified" and indicates it is not positioned as a capital allocator. The firm is not identified as an active ESG investor, it does not report multi-state adviser status, and it is not described as a pension consultant or a related adviser. FINTRX records do not include detail on the firm's client segments, fee schedule, specific advisory services, or investment strategy. Those gaps make it difficult to assess target clients or how the firm constructs portfolios from the data provided.

Assets & Accounts

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

Owners & executives

2 of 2
  • Michael Oconnell

    Michael Oconnell

    Chief Executive OfficerCRD 1943113

  • Amber Eroh

    Amber Eroh

    Chief Compliance OfficerCRD 4579838

Contacts

3 of 6
  • Alan Wood

    Alan Wood

    Registered RepresentativeCRD 5827279

  • Jeremy Janik

    Financial ManagerCRD 4859798

  • Angela Fiala

    FinOpCRD 5163386

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, 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
Rockingham
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth