Traphagen Financial Group
Firm details
- Headquarters
- Oradell, New Jersey
- CRD number
- 107764
- Registered since
- January 7, 1999
- Website
- tfgllc.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.94%
- Individuals11.16%
- Pension & Profit Sharing Plans8.71%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Traphagen Financial Group is an independent, SEC-registered registered investment adviser that has been in operation since 1999 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its service mix extends beyond investment advice to include insurance brokerage and accounting services. Fees are charged primarily as a percentage of AUM with the option of hourly billing for certain engagements. The firm does not self-identify as an active ESG investor, and regulatory filings indicate it is not registered as a multistate adviser. Traphagen was recognized in FA Magazine’s Top RIA Firms list in 2020.
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 Equities92%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 18
V Traphagen
Founding PartnerCRD 2925616
Eric Mancini
Director of Investment Research & Wealth AdvisorCRD 5231486
Eric Traphagen
Tax AccountantCRD 6833094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$1.2B in ETFs
66%
$819M
24%
$418M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $361M | 482,471 | 29.19% |
Location
Oradell, NJ
Bergen
Location
Oradell, NJ
Headquartered in Oradell, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 234 Kinderkamack Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Redblack Advisers, Inc.
RIAOradell, NJ
Anthony J. Orlando Inc.
RIAOradell, NJ
TLG Advisors, Inc.
RIASummit, NJ
RSW Investments
RIASummit, NJ
Passaic Partners LLC
RIANewark, NJ
Withum Wealth Management
RIARed Bank, NJ