Honey Badger Investment Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
285387
Registered since
April 11, 2017

Firm profile

FINTRX

Overview

Honey Badger Investment Securities, LLC is a limited liability company that registered with the SEC in 2017. Publicly available metadata on the firm is sparse: it is classified as "Unclassified" in FINTRX, lists its owner type as a domestic entity and individual, and several advisor attributes are negative — it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. The firm has not provided details about its advisory or business activities, client segments, fee structure, or manager allocation preferences in the data set. The absence of disclosed investment profiles or product descriptions in FINTRX makes it difficult to evaluate the firm’s market positioning, target clientele, or advisory model from public records alone.

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 5
  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Joseph Lee

    PrincipalCRD 4495616

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
30 Corporate Park
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth