HRT Financial LP

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
259
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
152144
Registered since
December 18, 2009

Firm profile

FINTRX

Overview

HRT Financial LP is organized as a partnership and has been SEC-registered since 2009. The firm is owned by a domestic entity and an individual. Public disclosures classify the firm as unclassified; it does not identify as a capital allocator and does not list itself as an active ESG investor. Several standard firm attributes—client types, fee structure, and specific advisory activities—are not provided in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

3 of 3
  • Michael Joseph

    COO/CFO/CCOCRD 3008655

  • Scott Kloin

    Scott Kloin

    Chief Regulatory OfficerCRD 4971326

  • Nachshon Block

    Nachshon Block

    Chief Financial OfficerCRD 7192815

Contacts

3 of 256
  • Colleen Ryan

    Colleen Ryan

    Head Of Client ServicesCRD 2405551

  • Andres Gonzalez

    OperationsCRD 2671447

  • Mark Sullivan

    Mark Sullivan

    Managing DirectorCRD 2831875

Unlock 253 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,610

Active vs passive

$24.1B in ETFs

Passive

97%

$23.4B

Active

2%

$650M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$5.6B7,452,85523.10%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
3 World Trade Ctr 175 Greenwic St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth