IFM (US) Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
166325
Registered since
May 20, 2014

Firm profile

FINTRX

Overview

IFM (US) Securities, LLC is organized as a limited liability company and is SEC-registered with an effective year of 2014. The ownership is reported as a mix of a domestic entity and an individual. The firm is classified as unclassified in the data and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not report being a pension consultant or a related adviser. The dataset provides minimal descriptive detail about the firm’s business lines, advisory activities, or client segments; those specifics were not supplied in the source material.

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
  • Richard Gruber

    Chief Compliance OfficerCRD 5256033

Contacts

3 of 35
  • Evan Dill

    OperationsCRD 4576643

  • Chelsey Baranek

    Chelsey Baranek

    Vice PresidentCRD 6335426

  • Cong Li

    AssociateCRD 6559740

Unlock 32 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
114 W 47th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth