Foreside Distribution Services, L.P.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
15634
Registered since
September 4, 1984

Firm profile

FINTRX

Overview

Foreside Distribution Services, L.P. is organized as a partnership and has been registered since 1984. FINTRX classifies the firm as a fund distributor rather than an investment manager or allocator. The ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm is not structured or registered as a multi-state investment adviser and does not act as a pension consultant or a related investment adviser.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 28
  • Sandra Holland

    Sandra Holland

    ConsultantCRD 5238372

  • Jacqueline Lyons

    Jacqueline Lyons

    Marketing ComplianceCRD 5291182

  • Amanda Crane

    Amanda Crane

    Registered RepresentativeCRD 4213010

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth