CRD: 127318
Single Track Financial, Inc.
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2003
- Office Locations
- 2
Office Locations
About Single Track Financial, Inc.
Single Track Financial provides investment management and strategic wealth planning with a highly personalized, goals-based process for individuals and families, from first-time investors through retirement transitions. The firm builds and adapts portfolio strategies across individual securities and ETF-based allocations, emphasizing diversification and staying disciplined through market noise. Led by portfolio manager Richard A. Losanno (CFA, CPA, PFS) and founder/chairman Wayne R. Pastel (Esq., LL.M), with custody support including Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD ANTHONY LOSANNO JR
Investment Advisor, President
- CRD
- #2931685
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WAYNE R PASTEL
Chairman
- CRD
- #3155654
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,952,840 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,952,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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