If Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
306092
Registered since
May 4, 2021

Firm profile

FINTRX

Overview

If Securities LLC presents as a small, owner-controlled limited liability company that registered with the SEC in 2021. The firm’s public profile is sparse: it is classified as "unclassified" in the snapshot data and is not identified as a capital allocator, pension consultant, or related adviser. The record indicates the firm does not actively integrate ESG considerations into its investment approach. Several standard fields about advisory and business activities are blank, so the firm’s investment philosophy, target client types, and service model are not disclosed in the available data.

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

Owners & executives

1 of 1
  • William Abrams

    William Abrams

    CEOCRD 1048391

Contacts

2 of 2
  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

  • Christopher George

    Christopher George

    FinOpCRD 6084415

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
899 W Cypress Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth