FERRETTI GROUP, INC.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47768
Registered since
November 26, 1999

Firm profile

FINTRX

Overview

Ferretti Group, Inc. is organized as a corporation and has been SEC-registered since 1999. The firm is listed as individually owned and carries an "Unclassified" registration designation in the available records. The profile indicates the firm is not an active ESG investor, not a capital allocator, not a multi-state adviser, not newly formed, and does not identify as a pension consultant or related adviser. No details were provided about its advisory services, client types, fee structure, or typical business 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

1 of 1
  • PHYLLIS WOODS

    CEO and PrincipalCRD 1870528

Contacts

3 of 8
  • STEPHEN FERRETTI

    FounderCRD 2093923

  • GEORGE BASKINGER

    Equity TraderCRD 2807129

  • DAVID FOX

    Registered RepresentativeCRD 1328904

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
Co Accounting Compliance Int St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth