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 registered with the SEC in 2024. Ownership is listed as a combination of a domestic entity and an individual. The firm’s public classification is unclassified. Reported attributes indicate it does not function as a capital allocator and it is not designated as an active ESG investor, a pension consultant, or a related adviser. Records also show it is not classified as a multi-state adviser and it is not flagged as a newly formed adviser. The firm has provided little detail about its business model. There are no disclosures in the source data about client types, fee schedules, specific advisory activities, or broader business operations.

Assets & Accounts

Location & Offices

Investment profile

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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

    John Altobello

    Registered RepresentativeCRD 5093202

  • Sonya Gotz

    Sonya Gotz

    PartnerCRD 4007918

  • Darrell Rau

    Darrell Rau

    Registered RepresentativeCRD 4247268

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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