Gulfcoast Embers Advisors

RIAState Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$271K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
343184
Custodians
EDWARD JONES
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gulfcoast Embers Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and is not described as a capital allocator or related adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth