Tringle JR., John R.
Firm details
- Headquarters
- ,
- CRD number
- 171382
- Fee structure
- Percentage of AUM
- Client types
- Individuals94.44%
- HNWI5.56%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
John R. Tringle Jr. operates as a sole-proprietorship independent registered investment adviser serving individual and family clients. The firm charges fees based on a percentage of assets under management and reports advisory activity that includes portfolio management for individuals and small businesses, publishing periodic newsletters or similar materials, and offering educational seminars or workshops. The business also engages in other financial product sales. The firm is not positioned as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.
Assets & Accounts
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
- Other45%
- Cash & Cash Equivalents15%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations