Commodities & Securities, Inc.
RIASEC Registered
Total AUM
$554K
Discretionary
$0
0% of AUM
Avg account
$277K
Accounts
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154526
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Commodities & Securities, Inc. is a small, privately held corporate advisory firm that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and generates advisory fees as a percentage of assets under management. Its business lines include acting as a real estate broker and selling other financial products in addition to its advisory work. The firm does not position itself as an ESG investor and appears to operate on a single-state or limited geographic basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Wadsworth Fyler
PresidentCRD 2049523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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