Netshares Financial Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Katy, Texas
CRD number
307532
Registered since
January 6, 2021

Firm profile

FINTRX

Overview

Netshares Financial Services LLC is organized as a limited liability company. In the provided dataset the firm is categorized as Unclassified and ownership is recorded as a combination of a domestic entity and an individual. The record flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The dataset contains no detail on the firm’s advisory offerings, target client segments, fee schedules, or specific investment approach. There is no disclosure of public holdings, portfolio construction methodology, or team composition in the materials supplied.

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

2 of 2
  • Jason Strickland

    Jason Strickland

    Chief Compliance OfficerCRD 5013990

  • David Lee

    David Lee

    CEO, Chief Compliance OfficerCRD 2605960

Contacts

2 of 2
  • Michael Jakob

    Michael Jakob

    Managing Director, Emerging MarketsCRD 4189617

  • Hasnain Naveed

    FinOpCRD 7004810

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Katy, TX

Harris

Location

Katy, TX

Headquartered in Katy, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
22114 Blacksburg Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth