Cash App Investing LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
43
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 a limited liability company that registered with the SEC in 2007. Public records list the firm as "unclassified" and indicate ownership that involves both a domestic entity and an individual. The firm is not identified as a capital allocator, does not characterize itself as an active ESG investor, and is not registered as a multi-state adviser. Other typical advisory attributes such as fee structure, client segments, or detailed advisory activities are not disclosed in the available data.

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 40
  • Ian Mahoney

    Ian Mahoney

    Operations SpecialistCRD 7031484

  • Samuel Rupp

    Brokerage Operations SpecialistCRD 7987631

  • Christian Coronado

    OperationsCRD 6205158

Unlock 37 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