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 is registered with the SEC in 2024. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the provided snapshot. The available profile flags indicate it is not identified as a capital allocator and is not an active ESG investor. The source materials do not disclose the firm's client mix, fee schedule, stated business lines or detailed advisory activities. The snapshot also marks several operational attributes as negative: it is not labeled a multi-state adviser, not a newly formed adviser according to the data fields, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • JOHN ALTOBELLO

    Registered RepresentativeCRD 5093202

  • Sonya Gotz

    PartnerCRD 4007918

  • Darrell Rau

    Registered RepresentativeCRD 4247268

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