Direct Realty Securities, Inc.

Broker-DealerFINRA Member
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 with individual ownership. Publicly listed attributes indicate it is classified as "Unclassified" and it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and does not present itself as a pension consultant or related adviser.

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

1 of 1
  • I Kerner

    CEO and PresidentCRD 1389985

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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