Kortenkamp, Joshua F
RIAState Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$900K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 322425
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.85%
- Individuals48.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Joshua F. Kortenkamp operates as a sole-proprietor independent RIA focused on portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee model tied to assets under management. It does not present itself as a multi-state adviser or a pension consultant, and it is not designated as a capital allocator — instead, the adviser selects investments for clients rather than managing pooled investor capital. The practice 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 Equities96%
- Cash & Cash Equivalents4%
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