Prosophia Advisors, LLC

RIASEC Registered
Total AUM
$600K
Discretionary
$600K
100% of AUM
Avg account
$300K
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
Darien, Connecticut
CRD number
328819
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Prosophia Advisors, LLC is an independent registered investment adviser operating as an LLC. The firm provides portfolio management services targeted at individuals and small businesses. Its compensation includes a percentage-of-assets component and the possibility of performance-based fees. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a multi-state or pension consulting adviser in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Christopher Ryckman

    Christopher Ryckman

    Managing MemberCRD 5238647

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
320 Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth