RIA · CRD 312342SEC-Registered

Updated:

Fincera (TRADEALGO WEALTH MANAGEMENT LLC)

Fincera (TradeAlgo Wealth Management LLC) is a registered investment advisor with no public disclosure on leadership, AUM, or investment strategy.

Fincera (TRADEALGO WEALTH MANAGEMENT LLC)

TRADEALGO WEALTH MANAGEMENT LLC DBA FINCERA is an SEC-registered investment adviser in NEW YORK, NY. It has 1 employee and 1 investment adviser. The firm is based in NEW YORK, NY.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Fincera?

No named principals or investment professionals have been publicly disclosed for Fincera. The firm's SEC registration lists a business address but no named individual responsible for portfolio management.

What services does Fincera provide?

Fincera files as a registered investment advisor, typically providing wealth management, financial planning, and trading advisory. No specific service offerings have been detailed in public records.

Is Fincera a family office?

No evidence suggests Fincera operates as a family office. The firm's registration as an RIA under the dba TradeAlgo Wealth Management LLC implies it serves external clients, not a single family.

What is Fincera's investment strategy?

Fincera has not publicly articulated a specific investment strategy. No regulatory filings or marketing materials describe its approach to asset allocation, security selection, or risk management.

How large is Fincera?

Fincera does not publicly disclose assets under management. Its regulatory filings may indicate a small or inactive advisory business, but no AUM figure is available.

Where is Fincera headquartered?

The firm's city, state, and country details have not been confirmed from public sources. Its regulatory registration likely provides a mailing address, but the specific location is not publicly published.

Does Fincera have any known clients or references?

No client names, case studies, or professional references have been publicly attributed to Fincera. The firm operates without any verifiable client testimonials or partner acknowledgments.

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