INVESTOR FAN
Firm details
- Headquarters
- ,
- CRD number
- 159301
- Registered since
- September 11, 2017
- Website
- www.investorfan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.63%
- Individuals27.11%
- Charitable Organizations0.19%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investor Fan is an SEC-registered limited liability company that began reporting as an adviser in 2017. The firm serves both individual & family clients and institutional clients, focusing its advisory work on portfolio management for individuals and small businesses. It operates with a dual fee approach — charging a percentage of assets under management and offering fixed-fee engagements — and also conducts insurance brokerage and accounting activities alongside its advisory services. Investor Fan does not identify as an active ESG investor.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds19%
- Investment Grade Corp Bonds4%
- Sovereign Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Margaret Connelly
Chief Investment OfficerCRD 2644738
Contacts
3 of 15Brian Stallcop
Senior Vice President, Financial AdvisorCRD 4434646
DEBORAH ELLIS
Investment Advisor RepresentativeCRD 3203427
Sofia Iglesias Gonzalez
Financial PlannerCRD 5371447
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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