Hidalgo,Janet
RIAState Registered
Total AUM
$5M
Discretionary
$0
0% of AUM
Avg account
$2.5M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 125432
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Janet Hidalgo operates as a sole-proprietor independent RIA, state-registered in New York. The practice serves individuals and families — including small-business owners — with financial planning and portfolio management services. Compensation is primarily a percentage of assets under management, supplemented by hourly fees. The adviser does not position itself as a capital allocator, does not market ESG investing specifically, and appears to operate on a single-state basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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