Direct Realty Securities, Inc.

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
168435
Registered since
July 3, 2014

Firm profile

FINTRX

Overview

Direct Realty Securities, Inc. is organized as a corporation and has been SEC-registered since 2014. The firm is individually owned and is recorded in FINTRX data with an "Unclassified" business classification. Available records indicate the firm is not designated as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It is also noted as not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide details about the firm's client base, fee schedule, stated business activities, or advisory offerings.

Assets & Accounts

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
  • I Kerner

    CEO and PresidentCRD 1389985

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
5743 Corsa Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth