FPR Investments LLC
RIAState Registered
Total AUM
$9.7M
Discretionary
$9.7M
100% of AUM
Avg account
$973K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331752
- Website
- fprinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI94.86%
- Individuals5.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
FPR Investments LLC is an independent, individually owned registered investment advisor organized as an LLC that serves primarily individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, and it lists pension consulting among its advisory services. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
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 Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- Derivatives2%
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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