Largo Trading, L.P.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Merion Station, Pennsylvania
CRD number
136801
Registered since
September 9, 2005

Firm profile

FINTRX

Overview

Largo Trading, L.P. is organized as a partnership and has been SEC-registered since 2005. Ownership is listed as a mix of a domestic entity and an individual; the firm’s regulatory classification is recorded as unclassified. The available records do not describe the firm’s advisory programs, client segments, or fee arrangements. The firm is not characterized as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. Public-facing materials and the firm’s FINTRX profile provide very limited information on investment approach, holdings, account counts, or other operational details.

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 3
  • Julius Meisel

    PartnerCRD 2319075

  • Larry Goldberg

    Limited PartnerCRD 2319078

  • John Kruger

    John Kruger

    FinOpCRD 4740278

Wealth teams

FINTRX

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

Merion Station, PA

Montgomery

Location

Merion Station, PA

Headquartered in Merion Station, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
361 N Highland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth