Brinker Capital Securities, LLC
Firm details
- Headquarters
- King Of Prussia, Pennsylvania
- CRD number
- 38123
- Registered since
- August 30, 1995
- Website
- brinkercapital.com
Firm profile
FINTRXOverview
Brinker Capital Securities, LLC is organized as a limited liability company and is identified in the source data as having domestic entity and individual ownership. The firm is classified as "unclassified" in the available summary and is not described as a capital allocator. The snapshot also indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser. The source information does not include descriptions of the firm's client segments, fee structure, specific advisory or business activities, or public-facing investment strategies. That lack of operational detail limits firm-level conclusions about how Brinker Capital Securities positions itself in the wealth-management ecosystem.
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
Location
King Of Prussia, PA
Montgomery
Location
King Of Prussia, PA
Headquartered in King Of Prussia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1000 Continental Dr
- Time zone
- ET (UTC-5)
- Office locations
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