Camden Financial Services

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Keller, Texas
CRD number
19925
Registered since
March 13, 1987

Firm profile

FINTRX

Overview

Camden Financial Services is recorded as a corporation that has been registered with the SEC since 1987 and is classified in FINTRX as an investment bank. The firm is listed as individually owned and the database flags it as not acting as a capital allocator. FINTRX notes that Camden Financial Services is not an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm has not provided detail in the FINTRX profile about its client mix, fee schedules, advisory services, or specific business activities. Likewise, the Activities and Affiliations section is blank in the record, so there is no public FINTRX description of strategic focus, target clients, or service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alexander Cappello

    Alexander Cappello

    Chairman and Chief Executive OfficerCRD 1544284

Contacts

3 of 7
  • Artin Sedighan

    Artin Sedighan

    PresidentCRD 5273977

  • Michael Mitgang

    Michael Mitgang

    Founder and Managing DirectorCRD 2513794

  • David Losito

    David Losito

    Managing DirectorCRD 1404127

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Keller, TX

Tarrant

Location

Keller, TX

Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
4913 Bateman Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth