Hedgeserv Investment Services LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
154725
Registered since
April 19, 2011

Firm profile

FINTRX

Overview

Hedgeserv Investment Services LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is listed as unclassified in the available data and ownership is described as a combination of a domestic entity and an individual. Public filings indicate a limited operational profile: the firm is not identified as a capital allocator, is not an active ESG investor, is not reported as a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm has not provided granular disclosures about its client mix, fee model, specific business lines, or the nature of its advisory 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

Contacts

3 of 3
  • Michael Mannella

    Michael Mannella

    Senior Managing DirectorCRD 6630010

  • Eugene Mannella

    Eugene Mannella

    Vice ChairmanCRD 1087172

  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8081 Arco Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth