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 is registered with the SEC since 1990. FINTRX records identify the ownership type as a mix of a domestic entity and an individual and classify the firm as "Unclassified." The profile indicates the firm is not positioned as a capital allocator, is not flagged as an active ESG investor, and is not reported to act as a pension consultant or related adviser. The dataset does not list the firm's fee structure, client segments, or specific advisory activities.
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 20
Megan Fontem
Registered PrincipalCRD 5854868
Brian Allen
ManagerCRD 4493122
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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