Frasca & Associates LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
147883
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Frasca & Associates LLC is a limited liability company that operates primarily as a registered municipal advisor. The firm focuses on providing financial planning services, security ratings, and pricing services. Additionally, they engage in educational seminars and workshops, which indicates a commitment to client education and empowerment. The firm does not actively pursue ESG investments and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Juan Pittman

    PrincipalCRD 2623266

  • Marvin Sun

    Managing DirectorCRD 4000663

  • Kenneth Cushine

    PrincipalCRD 5572664

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
521 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth