Onroute Financial
RIAState Registered
Total AUM
$4.4M
Discretionary
$4.4M
100% of AUM
Avg account
$73.2K
Accounts
60
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292834
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onroute Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individuals and families, offering financial planning and portfolio management for individual investors and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations