Foreside Global Services, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 147382
- Registered since
- October 28, 2008
Firm profile
FINTRXOverview
Foreside Global Services, LLC is organized as a limited liability company and is recorded with the SEC as of 2008. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a domestic entity and an individual. The database flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not described as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The FINTRX entry provides little detail on client segments, fee models, or day-to-day advisory activities, which suggests the profile in the source dataset is intentionally sparse or that the firm functions in a capacity other than a traditional asset manager covered by FINTRX.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Shazan Jiwa
COOCRD 6080611

Peter Nakada
Chief Marketing OfficerCRD 1934762

Gordon Taylor
Chief Compliance OfficerCRD 2990648
Contacts
3 of 68
Anthony Purdue
ETF SpecialistCRD 8088340

Virginia Hodge
Registered RepresentativeCRD 1776344

Luke Von Gizycki
BrokerCRD 6690831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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