Brinker Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
110
Avg account
$0

Firm details

Headquarters
King Of Prussia, Pennsylvania
CRD number
38123
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth