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- Custodian
- Altruist ยท Gemini Trust
- Clients
- Retail
- Platforms
- Foundation wave
- Established Date
- 06-26-2023
- Office Locations
- 1
Office Locations
About Fealty Group LLC
Fealty Group is a Niagara Falls, NY-based investment advisor providing investment management and market research, building bespoke stock, ETF, and crypto portfolios for individual investors (including entrepreneurs). The firm supports both traditional and digital-asset workflows, using platforms such as Altruist for traditional accounts and Onramp (with Gemini/Coinbase) for crypto access.
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Investment Themes
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Technology
Owner & Executives
CHRISTIAN PHILLIP MILLER
Analyst, Managing Partner
- CRD
- #7162059
- Ownership
- 75% or more
Jonathan Lupo
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #6824000
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,959,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,959,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,959,963
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,172,816,354 | 59.2% |
| Cash | $3,565,049,109 | 40.8% |
| Total | $8,737,865,463 | 100.0% |