In-Christ Asset Management, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 333883
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
In-Christ Asset Management, LLC is an independent, individual-owned RIA that focuses on portfolio management for individuals and small businesses. The firm bills clients using a combination of a percentage-of-AUM fee and performance-based fees. It does not identify as an active ESG investor and is not set up as a multi-state adviser or as a capital allocator. Advisory activity is concentrated on traditional portfolio management rather than pension consulting or related-adviser functions.
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 Equities74%
- Cash & Cash Equivalents26%
Owners & executives
1 of 1Christopher Neudecker
Chief Investment OfficerCRD 3181809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6600 Chase Oaks Blvd
- Time zone
- CT (UTC-6)
- Office locations
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