Zihuitrading LLC

RIASEC Registered
Total AUM
$455K
Discretionary
$455K
100% of AUM
Avg account
$114K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
160831
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zihuitrading LLC is a limited liability company that focuses on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not classify itself as an ESG investor, Zihuitrading LLC engages in advisory activities tailored to the needs of small businesses and individual clients. The firm does not have affiliations with other advisory firms or act as a pension consultant, maintaining a straightforward approach to investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Chiangtim Chen

    OwnerCRD 2060864

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth