Lument Securities, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
14840
Registered since
March 5, 1984

Firm profile

FINTRX

Overview

Lument Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been registered with the SEC since 1984. Ownership is listed as a mix of a domestic entity and individuals. Public disclosures indicate Lument Securities does not operate as a capital allocator and is not identified as an active ESG investor. The firm is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Specifics about its client segments, fee schedules, or detailed advisory activities were not provided in the source data.

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

3 of 3
  • Robert Kirkwood

    Robert Kirkwood

    Chief Financial OfficerCRD 6025468

  • Kevin Mainelli

    Kevin Mainelli

    Managing Director and Chief Compliance OfficerCRD 1751991

  • Tami West

    Tami West

    Deputy Chief Compliance OfficerCRD 4209335

Contacts

3 of 60
  • Michael Bonaguro

    Michael Bonaguro

    Registered RepresentativeCRD 7895290

  • Kayla Cummings

    Kayla Cummings

    Senior DirectorCRD 6871317

  • Amy Chang

    Amy Chang

    Client Services ManagerCRD 4984784

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
10 W Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth