MOLINAR & CO FINANCIAL ADVOCATES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PHOENIX, Arizona
CRD number
338795
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Molinar & Co Financial Advocates operates as a limited liability company, focusing on providing a range of financial services. The firm specializes in financial planning, portfolio management for individuals and small businesses, and pension consulting. While it does not actively engage in ESG investing, it offers a comprehensive suite of advisory services tailored to meet the needs of its clients. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for 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

1 of 1
  • FRANK MOLINAR

    CCOCRD 1479642

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
2801 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth