ROW Your Own Boat
RIAState Registered
Total AUM
$544K
Discretionary
$544K
100% of AUM
Avg account
$109K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291886
- Website
- www.rowyourownboat.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
ROW Your Own Boat is an independent registered investment adviser organized as a Pennsylvania limited liability company and owned by an individual. The firm provides fee-based portfolio management services for individuals and small businesses as well as for businesses or institutional entities, charging a percentage-of-assets-under-management fee. Its filings indicate it does not position itself as an ESG investor and it is not organized as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents100%
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
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