1031 Securities Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Franklin, Michigan
CRD number
326590
Registered since
March 15, 2024

Firm profile

FINTRX

Overview

1031 Securities Inc. is organized as a corporation and appears in FINTRX as an SEC-registered adviser with an SEC registration year of 2024. The snapshot labels ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." FINTRX flags indicate the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The firm supplied very little descriptive information about its business activities, advisory services, client types, or fee structure. FINTRX also notes that the firm is not a multi-state adviser and not newly formed, even though public details about operations and target clients are not provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • David Guevara

    David Guevara

    Registered RepresentativeCRD 5600921

  • Jeffrey Proeh

    Jeffrey Proeh

    Registered RepresentativeCRD 6488833

  • Andre Ramirez

    Andre Ramirez

    Financial AdvisorCRD 7291109

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Franklin, MI

Oakland

Location

Franklin, MI

Headquartered in Franklin, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
25300 W 13 Mile Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth