Cash App Investing LLC
Firm details
- Headquarters
- Oakland, California
- CRD number
- 144076
- Registered since
- October 15, 2007
- Website
- cash.app
Firm profile
FINTRXOverview
Cash App Investing LLC is organized as a limited liability company and has been registered with the SEC since 2007. Public filings classify the adviser as "unclassified" rather than under a standard advisory category. Ownership records indicate both a domestic entity and an individual are listed as owners. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. FINTRX data also identifies it as not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. There are no details provided about advisory activities, client segments, fee schedules, or business lines in the available dataset, and the firm has not supplied information on affiliations or external activities.
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
3 of 3Christine Delaney
Deputy Chief Compliance OfficerCRD 2105956

Ashley Adkins
Chief Compliance OfficerCRD 5919852

Logan Kolar
President, CEOCRD 6496667
Contacts
3 of 39Jeff Schroeder
Brokerage Operations SpecialistCRD 5278932

Jeffrey Sheen
Brokerage Operations SpecialistCRD 3235564

Casey Baker
Brokerage Operations SpecialistCRD 6793101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1955 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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