Starkey & Associates, Inc.

RIASEC Registered
Total AUM
$25M
Discretionary
$0
0% of AUM
Avg account
$694K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
116023
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Starkey & Associates, Inc. is a corporation focused on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not engage in capital allocation or serve as a pension consultant, Starkey & Associates is affiliated with a broker-dealer, which enhances its ability to manage client portfolios effectively. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.

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 88%, Cash & Cash Equivalents 10%, Derivatives 2%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents10%
  • Derivatives2%

Contacts

1 of 1
  • Christopher Starkey

    PresidentCRD 1076370

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth