Onboard Financial Management, LLC
RIASEC Registered
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$95.1K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309985
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals58.85%
- HNWI41.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onboard Financial Management, LLC is an independent, individual-owned RIA that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee model combines a percentage of assets under management with hourly charges. The adviser does not position itself as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents36%
- US Government Bonds30%
- Non-Exchange Traded Equities20%
- Investment Grade Corp Bonds13%
- Exchange Traded Equities1%
Contacts
1 of 1Sean Mcdonough
Certified Financial PlannerCRD 2737081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Life's Sanctuary Financial Planning, LLC
RIAAUM $4.9MTEAM 1REPS 1
Helm Investment
RIAFort Worth, TX
AUM $4.8MTEAM 1REPS 1
Red Oak Advisors LLC
RIAMemphis, TN
AUM $4.8MTEAM 1REPS 1
Think Wealth, LLC
RIAValencia, CA
AUM $4.8MTEAM 3REPS 3
Fortifi Capital, LLC
RIAAUM $4.8MTEAM 1REPS 1
Penn First Advisors
RIAAUM $4.8MTEAM 1REPS 1