TITLETOWNTECH VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREEN BAY, Wisconsin
CRD number
305882
Registered since
October 30, 2019

Firm profile

FINTRX

Overview

Titletowntech Ventures LLC is a limited liability company that has been SEC-registered since 2019. The firm is owned by an individual and is classified as unclassified in the source data. It does not present itself as a capital allocator or an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or related adviser. Regulatory and activity tags indicate Titletowntech functions primarily on the sponsor and manager side of pooled vehicles: it is described as an investment adviser and sponsor, a general partner, and the managing member of pooled investment vehicles. The data does not show a client-facing advisory book of business or a disclosed fee schedule.

Assets & Accounts

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

Contacts

2 of 2
  • Craig Dickman

    Managing PartnerCRD 7184533

  • JILL ENOS

    Managing PartnerCRD 7719429

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREEN BAY, WI

BROWN

Location

GREEN BAY, WI

Headquartered in GREEN BAY, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.

Metro area
Green Bay-Shawano, WI
Region
Midwest
County
BROWN
Address
1025 Lombardi Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth