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 organized as a limited liability company and is SEC-registered as an investment adviser since 2018. The firm is owned by a combination of a domestic entity and an individual. In the FINTRX snapshot the firm is marked as "unclassified" and is not identified as a capital allocator, pension consultant, related adviser, or a newly formed adviser. The dataset also indicates LFT Securities does not pursue active ESG investing. The available profile contains limited operational detail about business activities or client focus. The combination of SEC registration with sparse public-facing disclosure suggests the entity may be maintaining a regulatory registration without broader advisory activity being reported in the FINTRX source.
Assets & Accounts
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 3
Donald Pogan
Chief Product OfficerCRD 5611677

Robert Jenkins
Chief Financial OfficerCRD 6030790
Timothy Bonacci
President, CEOCRD 4194271
Contacts
3 of 20
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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