Philipp Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 332817
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.39%
- Individuals8.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Philipp Capital Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services geared toward individuals and small businesses. Its billing approach includes a percentage-of-AUM fee alongside hourly and fixed-fee arrangements. FINTRX flags an industry affiliation with a law firm. The adviser is not identified as an active ESG investor, a capital allocator, a pension consultant, or a multi-state or related adviser in the available data.
Assets & Accounts
Public Holdings
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 Funds45%
- Exchange Traded Equities43%
- Cash & Cash Equivalents7%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1
Adam Philipp
Founder and CEOCRD 7497098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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