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- Custodian
- Charles Schwab & Company · Jackson National Life · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Atlas
- Established Date
- 11-11-2014
- Office Locations
- 1
Office Locations
About FIT Financial Consulting LLC
Fit Financial Consulting, LLC is a fee-only, fiduciary RIA led by Sean Cooper, CFA, CFP, delivering customized financial planning and investment management for individuals and families, with a strong focus on medical professionals. The firm builds strategic, diversified allocations incorporating value, dividend, and alternative approaches and provides ongoing monitoring and tracking. Based in Morton, WA; assets custodied with Charles Schwab.
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Owner & Executives
SEAN STEVEN COOPER
Chief Compliance Officer, Investment Advisor Representative, Managing Member, President
- CRD
- #5176131
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,780,739 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,780,739 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,780,739
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,746,971,910 | 22.6% |
| Cash | $3,030,145,967 | 39.2% |
| Equity - Exchange | $2,952,846,325 | 38.2% |
| Total | $7,729,964,202 | 100.0% |