1031 Securities Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

1031 Securities Inc. is a corporation listed in the dataset as owned by a domestic entity and an individual. The firm is classified as "Unclassified" in the source data. The record indicates it does not act as a capital allocator and is not identified as an active ESG investor. Several typical firm-level attributes (client base, fee structure, business activities and advisory activities) are not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 20
  • David Guevara

    David Guevara

    Registered RepresentativeCRD 5600921

  • Jeffrey Proeh

    Jeffrey Proeh

    Registered RepresentativeCRD 6488833

  • Andre Ramirez

    Andre Ramirez

    Financial AdvisorCRD 7291109

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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

Howell, MI

Livingston

Location

Howell, MI

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

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Livingston
Address
5245 Clyde Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth