Schlosser Financial Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 128809
- Registered since
- January 26, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schlosser Financial Services, Inc. is an independent registered investment adviser owned by an individual and registered with the SEC in 2026. The firm’s client focus is individual and family relationships; it offers financial planning and portfolio management services targeted at individuals and small businesses and also operates as an insurance broker. Schlosser charges fees based on a percentage of assets under management and through hourly billing. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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
- Exchange Traded Equities55%
- Investment Grade Corp Bonds20%
- US Government Bonds15%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Mark Schlosser
Owner, PresidentCRD 2140801
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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