Homestead Financial Services Corp.
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 26643
- Registered since
- August 24, 1990
- Website
- www.homesteadfunds.com
Firm profile
FINTRXOverview
Homestead Financial Services Corp. is organized as a corporation and first registered with the SEC in 1990. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records and does not appear on FINTRX as a capital allocator or as an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Public disclosures available in the dataset are sparse: the firm did not provide detail about its advisory activities, client segments, or fee structure in the source material. That limits visibility into how Homestead Financial Services Corp. sources business, manages portfolios, or positions itself relative to competitors.
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 3
Danielle Sieverling
Chief Compliance OfficerCRD 4918493

Mark Santero
President, CEOCRD 1148011
Jennifer Webster
Chief Operating OfficerCRD 1438190
Contacts
3 of 19
Amy Di Mauro
Financial Operations PrincipalCRD 4731228
Cedrian Cross-smith
Advertising Compliance AnalystCRD 2865564

Monica Ollivierre
ManagerCRD 4036059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, 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
- Arlington
- Address
- 4301 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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