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 became SEC-registered in 2024. The firm is listed with an owner structure described as a domestic entity alongside an individual owner. Publicly available classifications are minimal—the firm is marked as unclassified—and its profile indicates it does not act as a capital allocator. It is not identified as an active ESG investor, is not flagged as a multi-state adviser, and is not reported as a newly formed adviser in the dataset.

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
  • John Altobello

    John Altobello

    Registered RepresentativeCRD 5093202

  • Sonya Gotz

    Sonya Gotz

    PartnerCRD 4007918

  • Darrell Rau

    Darrell Rau

    Registered RepresentativeCRD 4247268

Unlock 16 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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