LFT Securities, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 290210
- Registered since
- July 25, 2018
- Website
- lumafintech.com
Firm profile
FINTRXOverview
LFT Securities, LLC is a limited liability company that has been SEC-registered since 2018. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The dataset does not describe the firm’s advisory activities, client segments, fee model, or typical product mix. FINTRX flags LFT Securities as not a multi-state adviser, not a pension consultant, and not a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Donald Pogan
Chief Product OfficerCRD 5611677
Robert Jenkins
Chief Financial OfficerCRD 6030790
Timothy Bonacci
President, CEOCRD 4194271
Contacts
3 of 18
Ryan Hall
Global HeadCRD 6985023
Kyle Millard
Client Onboarding OfficerCRD 6768063
Sarah Williams
Customer Success ManagerCRD 7527342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 425 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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