MONEY PICKLE

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
ROYAL OAK, Michigan
CRD number
325575
Registered since
May 9, 2023
Fee structure
Subscription Fees, Other

Firm profile

FINTRX

Overview

Money Pickle is a limited liability company that registered as an SEC adviser in 2023 and is owned by an individual. The firm reports a subscription-based fee model supplemented by other fee arrangements rather than traditional percentage-of-assets advisory fees. It is not identified as an active ESG investor and is not marked as a pension consultant or related adviser. Available detail on business and advisory activities is sparse. The snapshot shows the firm does not present itself as a capital allocator, which suggests it does not primarily operate as a gatekeeper directing client capital to external managers on a discretionary basis. At the same time, the firm lists allocations to third-party alternatives (see Investments & Alternatives), indicating it uses external fund managers as part of its toolkit rather than running a dedicated allocator mandate. The registration timing and reported metrics suggest Money Pickle is in an early stage of its SEC-registered lifecycle: the adviser was registered in 2023 but has limited publicly reported client activity to date.

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

Owners & executives

2 of 2
  • Brenton Thurman

    CEO & Co-FounderCRD 6684293

  • Colin Hendrickson

    Co-Founder & CTOCRD 7706664

Contacts

2 of 2
  • JOHN JOHNSON

    Business DevelopmentCRD 2079852

  • DEAN THURMAN

    Co-Founder & Senior PartnerCRD 2042267

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROYAL OAK, MI

OAKLAND

Location

ROYAL OAK, MI

Headquartered in ROYAL OAK, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
1411 S Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth