OFF CAMBER CREATIVE LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
4

Firm details

Headquarters
PROSPECT, Kentucky
CRD number
324621
Registered since
January 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Off Camber Creative LLC is a limited liability company that began its operations in 2023. The firm focuses on providing portfolio management services primarily for individual and family clients, as well as institutional clients. Its investment strategy is characterized by a preference for traditional asset classes, with a notable emphasis on mutual funds. The firm does not actively pursue ESG investments, indicating a more conventional approach to investment management.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Christopher Page

    Founder and CEOCRD 7677316

Contacts

3 of 3
  • MARC STEVENS

    Senior AdvisorCRD 7678214

  • DONALD FITZPATRICK

    Senior Strategic AdvisorCRD 7678215

  • OSCAR RODRIGUEZ

    PartnerCRD 7678217

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PROSPECT, KY

JEFFERSON

Location

PROSPECT, KY

Headquartered in PROSPECT, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
JEFFERSON
Address
6324 Meeting St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth