TETRANT FINANCIAL
Firm details
- Headquarters
- GILBERT, Arizona
- CRD number
- 150985
- Website
- tetrant.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tetrant Financial operates as a limited liability company, providing a range of financial services primarily focused on individual and family clients. The firm engages in portfolio management for individuals and small businesses, as well as offering educational seminars and workshops. Tetrant Financial also has a dual role as an insurance broker and law firm, which allows it to integrate various financial solutions for its clients. The firm is an active investor in ESG (Environmental, Social, and Governance) initiatives, reflecting a commitment to sustainable investing practices.
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1ROBERT SIDDOWAY
AttorneyCRD 5726407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GILBERT, AZ
MARICOPA
Location
GILBERT, AZ
Headquartered in GILBERT, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 3303 E Baseline Rd
- Time zone
- MT (UTC-7)
- Office locations
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