Kingfisher Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
103771
Registered since
June 13, 2000

Firm profile

FINTRX

Overview

Kingfisher Securities, LLC is organized as a limited liability company with domestic-entity and individual ownership. Public records list the firm as "unclassified," and there are very few details available about its business lines, advisory services, fee schedules, or target client segments. Available data indicates Kingfisher does not function as a capital allocator and does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm operates from three office locations, but specific office addresses and regional footprints are not disclosed in the material provided. Because the firm has not published information about its investment process, product mix, or client focus, there is insufficient public information to characterize its portfolio construction or service model. If you need to evaluate the firm further, request primary documentation on services offered, fee arrangements, client types and minimums, assets under management, investment philosophy, use of alternative investments, and any family-office services. Also confirm the firm’s current regulatory registrations and compliance record directly with the firm or relevant authorities.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
80 S 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth