L'ATTITUDE MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
312255
Registered since
May 5, 2021

Firm profile

FINTRX

Overview

L'Attitude Management is an LLC that registered with the SEC in 2021 and is owned by an individual proprietor. The firm is not classified as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser. Its principal activity is sponsoring and serving as general partner or managing member of pooled investment vehicles rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • PETER AMARO

    Co-FounderCRD 5000638

  • Trujillo Solomon

    Co-FounderCRD 7331414

  • Acosta Gary

    Co-FounderCRD 7331415

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
11622 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth