NATALLIANCE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
39455
Registered since
March 6, 1997

Firm profile

FINTRX

Overview

Natalliance Securities, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The entity is recorded as having SEC registration dating to 1997 and is owned by a domestic-type owner structure that includes individual ownership. The firm is not noted in the data as a capital allocator or as an active ESG investor. FINTRX does not list the firm as a multi-state registered investment adviser, and there are no entries indicating pension consultant activity or related-adviser relationships. The information provided does not include descriptions of advisory or discretionary portfolio services, public holding positions, or specific investment strategies. That absence, together with the investment-bank classification, suggests the firm's public profile in FINTRX is oriented toward intermediary or broker-dealer-style activities rather than operating primarily as an RIA managing client portfolios.

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
  • FRED BUSH

    Chief Financial OfficerCRD 3075024

  • JAY THOMAS

    Chief Operating OfficerCRD 2512644

  • MARK SALTER

    Chairman & CEOCRD 1180139

Contacts

3 of 46
  • Colleen Murphy

    Vice President, Equity TradingCRD 1273958

  • SAMUEL LOERCH

    Co-Head of SalesCRD 1195328

  • GEORGE HENDRICKSON

    Co-Head of SalesCRD 2382347

Unlock 43 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3101 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth