Foreside Distribution Services, L.P.

Broker-DealerFINRA MemberEst. 1984

Total AUM

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Advisory reps

Avg account

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 with the SEC since 1984. The firm is classified as a fund distributor rather than an investment manager or capital allocator. Ownership is described as a combination of a domestic entity and an individual. Available firm attributes indicate it does not act as a multi-state registered adviser, is not positioned as a pension consultant, and does not identify as an active ESG investor. The FINTRX snapshot does not include details on advisory or portfolio-management activities, fee schedules, or client segments; the profile of activities provided by the firm is limited in the source data.

Assets & Accounts

Location & Offices

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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

3 of 3

Jennifer Brunner
Managing Director, Chief Compliance OfficerCRD 1137783
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785