Bourne Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
131107
Registered since
August 16, 2004

Firm profile

FINTRX

Overview

Bourne Partners Securities, LLC is organized as a limited liability company and is shown in public filings as an investment bank that registered with the SEC in 2004. Ownership is described as a mix of a domestic entity and an individual. Public data flags the firm as not acting as a capital allocator and not engaging as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied public details about its client types, fee structure, business lines, or advisory activities in the dataset provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Inklebarger

    Christopher Inklebarger

    Chief Operating Officer and General CounselCRD 6235769

Contacts

3 of 22
  • Khai Vo

    Khai Vo

    Investment Banking AnalystCRD 8044857

  • Owen Hardy

    Investment Banking AnalystCRD 7936384

  • John Polking

    John Polking

    Investment Banking AnalystCRD 7743281

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
550 S Caldwell St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth