Greater Than Financial
Firm details
- Headquarters
- ,
- CRD number
- 281703
- Website
- www.greaterthanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.23%
- HNWI38.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Greater Than Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and functions as a capital allocator, selecting outside managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. The firm does not position itself as an active ESG investor and is not identified as a multi-state or newly formed 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
- Public Funds/Mutual Funds91%
- US Government Bonds8%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Emalee Wheeler
Customer Relations AssociateCRD 7935587
Donovan Brooks
Investment Adviser RepresentativeCRD 5927442
Wakefield Hare
FounderCRD 5290342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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