Secretx Assets
RIAState Registered
Total AUM
$1K
Discretionary
$1K
100% of AUM
Avg account
$1K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324067
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Secretx Assets is a Texas-registered, independent advisory firm organized as an LLC and owned by an individual. The firm provides portfolio management for individuals and small businesses and charges a fee based on a percentage of assets under management alongside the option of performance-based fees. It does not identify itself as an ESG-focused adviser, a pension consultant, or a multi-state adviser in its filing.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
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