Responsive Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 126718
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals45.91%
- HNWI29.58%
- Pension & Profit Sharing Plans21.72%
- Other2.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Responsive Financial Group, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm acts as a capital allocator and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm is not positioned as an active ESG investor.
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 Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Benjamin Baldwin
Founder and PresidentCRD 2015673
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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