Fruitful

RIASEC Registered

Total AUM

$34.8M

Discretionary

$34.8M

100% of AUM

Avg account

$36.8K

Accounts

945

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322603
Registered since: September 16, 2022
Website: www.fruitful.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals95.42%
HNWI4.58%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fruitful is a limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Fruitful is registered with the SEC (registered in 2022) and operates across multiple states. It is not an institutional capital allocator; rather, it manages client portfolios directly and uses third-party fund managers where appropriate. The firm does not identify as an active ESG investor.