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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2017
- Office Locations
- 1
Office Locations
About 5thn Financial LLC
5THN Financial builds digital portfolio and planning systems for licensed discretionary advisors. Platform includes hosted advisor websites and embeddable computational finance apps based on modern/extended portfolio theory, with portfolio construction, back-testing, comparative analytics, and white-labeled PDF reporting. Also offers retirement scenario analysis and wealth-building tools; advisors can influence the app roadmap. Uses Interactive Brokers; strategies include ETFs and U.S. government bonds.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Robert Miller Fithen
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager
- CRD
- #6753415
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,133 | -- |
| Non-Discretionary | $0 | -- |
| Total | $167,133 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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