Investments Technology Inc
RIAState Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$6.6M
Accounts
1
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 110223
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Investments Technology Inc is a corporation operating as an institutional registered investment adviser that serves institutional clients on a percentage-of-AUM fee basis. The firm is owned by an individual and does not present itself as a capital allocator or pension consultant. It is not identified as an active ESG investor and the snapshot data indicates it is not registered as a multi-state adviser. The firm has provided minimal public detail about its day-to-day advisory activities or broader affiliations.
Assets & Accounts
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
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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