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 registered investment adviser organized as an LLC and SEC-registered since 1999. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, and it supplements those services with insurance brokerage and accounting capabilities. Compensation is primarily via a percentage of assets under management, with hourly billing used for some services. The firm does not identify as an active ESG investor.
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
Tiera Mulligan
Portfolio Operations ManagerCRD 5794612
Eric Mancini
Director of Investment Research & Wealth AdvisorCRD 5231486
V. Traphagen
Managing Director and Wealth AdvisorCRD 4378164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$1.3B in ETFs
66%
$843M
24%
$442M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $372M | 485,404 | 28.92% |
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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