Cash App Investing LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Oakland, California
CRD number
144076
Registered since
October 15, 2007
Website
cash.app

Firm profile

FINTRX

Overview

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

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

3 of 3
  • Christine Delaney

    Deputy Chief Compliance OfficerCRD 2105956

  • Ashley Adkins

    Ashley Adkins

    Chief Compliance OfficerCRD 5919852

  • Logan Kolar

    Logan Kolar

    President, CEOCRD 6496667

Contacts

3 of 39
  • Jeff Schroeder

    Brokerage Operations SpecialistCRD 5278932

  • Jeffrey Sheen

    Jeffrey Sheen

    Brokerage Operations SpecialistCRD 3235564

  • Casey Baker

    Casey Baker

    Brokerage Operations SpecialistCRD 6793101

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth