Structured Portfolio Solutions, LLC

RIASEC Registered
Total AUM
$8.4M
Discretionary
$5M
59% of AUM
Avg account
$928K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
145978
Custodians
ALTRUIST FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans72.94%
  • HNWI23.91%
  • Individuals3.14%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Structured Portfolio Solutions, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The adviser also offers selection of other advisers as part of its service mix, indicating it supplements in‑house management with external managers when appropriate. Structured Portfolio Solutions does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 87%, Cash & Cash Equivalents 8%, Exchange Traded Equities 5%87%
  • Public Funds/Mutual Funds87%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities5%

Owners & executives

1 of 1
  • Huddie Cheney

    Huddie Cheney

    President, CEOCRD 1189962

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth