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, privately owned registered investment adviser organized as an LLC and SEC-registered since 1999. The firm serves both individual and family clients as well as institutional relationships, and combines investment advisory work with insurance brokerage and accounting services. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it charges clients by a percentage of assets under management and by hourly fees. Traphagen does not characterize itself as an active ESG investor. The firm was included on 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 17V 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 95Active vs passive
$1.1B in ETFs
70%
$757M
23%
$332M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $311M | 476,372 | 28.57% |
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
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