T.I.P.S. 4 Reps

RIASEC Registered
Total AUM
$10.7M
Discretionary
$0
0% of AUM
Avg account
$410K
Accounts
26
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
291568
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI49.62%
  • Pension & Profit Sharing Plans49.4%
  • Individuals0.98%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

T.I.P.S. 4 Reps is an independent registered investment adviser organized as a limited liability company. The firm describes itself as a capital allocator that works with both individual and family clients as well as institutional entities. Its advisory services include financial planning, portfolio management for individuals and small businesses and for larger business or institutional clients, selection of other advisers, and pension consulting. The firm reports a flexible fee menu — percentage-of-AUM, hourly, fixed-fee and performance-based arrangements are all used. T.I.P.S. 4 Reps does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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: Non-Exchange Traded Equities 50%, Investment Grade Corp Bonds 20%, Exchange Traded Equities 15%, US Government Bonds 10%, Cash & Cash Equivalents 5%50%
  • Non-Exchange Traded Equities50%
  • Investment Grade Corp Bonds20%
  • Exchange Traded Equities15%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • John Vrablic

    John Vrablic

    PresidentCRD 2368949

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth