Marks Baughan Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
132652
Registered since
February 25, 2005

Firm profile

FINTRX

Overview

Marks Baughan Securities LLC is organized as a limited liability company and is classified in the available record as an investment bank. The firm is owned by an individual and is not identified as a capital allocator. Several governance and service flags are set to No in the public snapshot: the firm is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The record includes little granular detail about the firm's business lines, client segments, fee structure or advisory activities. That limited disclosure makes it difficult to profile target clients or service models beyond the basic organizational classification noted above.

Assets & Accounts

Location & Offices

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

1 of 1
  • William Takeuchi

    William Takeuchi

    Chief Operating OfficerCRD 2931748

Contacts

3 of 12
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • John Baughan

    John Baughan

    Managing MemberCRD 1902500

  • Christian Skoff

    Christian Skoff

    Investment BankingCRD 2872414

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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

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, 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
161 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth