Allegro Securities LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 139514
- Registered since
- July 13, 2006
- Website
- www.allegrocompanies.com
Firm profile
FINTRXOverview
Allegro Securities LLC is organized as a limited liability company and is registered with the SEC (initial registration in 2006). FINTRX classifies the firm as a placement agent rather than as an investment manager or capital allocator. Ownership is listed as individual, and the available records do not show the firm acting as a related adviser, a pension consultant, or a multi-state adviser. The profile also indicates Allegro Securities LLC is not identified as an active ESG investor. The information available about the firm’s business activities and affiliations is minimal; the dataset does not provide a breakdown of services, client types, or advisory programs. The placement-agent classification implies the firm’s primary role is intermediary capital-raising and investor introduction rather than portfolio management.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas Boytinck
Founder & CEOCRD 4754503
Contacts
2 of 2
Jonathan Lulu
Registered RepresentativeCRD 4500853

Fangjian Yuan
FounderCRD 7994647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 231 Sharon Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Titleist Capital, LLC
Broker-DealerSan Antonio, TX
Sendero Securities, LLC
Broker-DealerSan Antonio, TX
Usaa Investment Services Company
Broker-DealerSan Antonio, TX
Frost Brokerage Services, Inc.
Broker-DealerSan Antonio, TX
Swbc Investment Services, LLC
Broker-DealerSan Antonio, TX
Mcnally Financial Services Corporation
Broker-DealerSan Antonio, TX