Money Positive

RIAState Registered
Total AUM
$500K
Discretionary
$500K
100% of AUM
Avg account
$250K
Accounts
2
Employees
5
Advisory reps
6

Firm details

Headquarters
,
CRD number
218518
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Money Positive is an owner-operated advisory practice that positions itself around financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm is registered to operate in California and Texas and reports an ownership structure characterized as an individual proprietor. Fee arrangements include asset-based fees plus hourly and fixed-fee options, along with other billing arrangements. Money Positive identifies as an active ESG investor and incorporates that orientation into how it selects investments and external managers. The business does not function as a capital allocator in the institutional sense; instead, it provides client-facing advisory services and sources external investments for client portfolios. An industry affiliation with an insurance company is listed, which may support insurance-related planning or product distribution alongside its advisory services.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 30%, Derivatives 20%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • US Government Bonds30%
  • Derivatives20%
  • Cash & Cash Equivalents10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth