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 a limited liability company that registered with the SEC in 2006. The firm is listed as being individually owned and its regulatory classification in the provided record is "Unclassified." The dataset flags the firm as not acting as a capital allocator and not engaging as an active ESG investor. It is also recorded as not being a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not disclose details about its client segments, fee schedules, or the specific advisory and business activities in the supplied data.
Assets & Accounts
Location & Offices
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
Fangjian Yuan
FounderCRD 7994647

Jonathan Lulu
Registered RepresentativeCRD 4500853
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
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