Marks Baughan Securities LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 132652
- Registered since
- February 25, 2005
- Website
- www.marksbaughan.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Takeuchi
Chief Operating OfficerCRD 2931748
Contacts
3 of 12
Steven Thornton
FinOpCRD 4496384

John Baughan
Managing MemberCRD 1902500

Christian Skoff
Investment BankingCRD 2872414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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