FON Corporate Finance LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Alexandria, Virginia
CRD number
307905
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

FON Corporate Finance LLC is a limited liability company that registered with the SEC in 2020 and operates as an investment bank. Ownership is listed as a domestic entity and an individual. The firm does not act as a capital allocator, is not designated as a multi-state adviser, and is not identified as an active ESG investor. Other adviser classifications in the snapshot (pension consultant, related adviser, newly formed adviser) are marked negative.

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

Contacts

3 of 5
  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Paige Rand

    Paige Rand

    Senior Compliance ProfessionalCRD 4520907

  • Maxwell Gussen

    Maxwell Gussen

    AssociateCRD 7595700

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Alexandria City
Address
2000 Duke St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth