Tulip Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 336306
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tulip Financial Planning LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business clients through financial planning and discretionary portfolio management. Its client billing combines percentage-of-AUM fees with fixed-fee engagements. The firm does not identify itself as an ESG investor, is not positioned as a capital allocator or pension consultant, and is not listed as a multi-state or related adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Stephen Mandracchia
Financial PlannerCRD 6921757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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