Ftib Asset Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
329791
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ftib Asset Management LLC is organized as a single‑owner limited liability company operating as an independent registered investment adviser. The firm offers discretionary portfolio management across individual and small-business clients as well as business or institutional accounts, and it lists pension consulting among its advisory activities. Its pricing toolkit includes asset‑based fees, hourly billing, and fixed‑fee arrangements, which is consistent with a small, flexible advisory practice that can serve both ongoing wealth management relationships and project‑based engagements. The snapshot flags the firm as not an active ESG investor and not a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Percy Kandukira

    Investment SpecialistCRD 7155018

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
530 Technology Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth