Railroad Street Wealth Management, LLC

RIASEC Registered
Total AUM
$22.1M
Discretionary
$2.7M
12% of AUM
Avg account
$183K
Accounts
121
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
174397
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI53.92%
  • Individuals46.08%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Railroad Street Wealth Management, LLC is a small, fee-based advisory firm that manages portfolios for individuals and families, including small businesses. The firm’s stated activity is portfolio management, and it charges clients a percentage-of-assets fee. Railroad Street’s positioning favors liquid, exchange-traded instruments and equity exposure, with discretionary authority limited across much of its asset base. The adviser is not an active ESG investor and does not describe itself as a multi-state or pension consultant advisor. Investment activity centers on equity allocations delivered through exchange-traded vehicles and individual equities, with a tactical use of commodities as an alternative sleeve. Given the mix of discretionary and non-discretionary assets, Railroad Street appears to blend client-directed holdings with portfolios where the adviser exercises trade authority, suggesting client relationships that range from advisory oversight to direct portfolio 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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 18%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents18%

Contacts

1 of 1
  • Christopher Mamunes

    Christopher Mamunes

    PrincipalCRD 1529895

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth