Netshares Financial Services LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
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 and registered with the SEC in 2021. Filings classify the firm as unclassified and indicate an ownership mix that includes a domestic entity and an individual. Public disclosures flag that the firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Available source material provides little detail about the firm's client focus, fee schedules, specific advisory activities, or investment process. There are no summary statements in the dataset about product lineup, target clientele, or stated investment preferences.

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

1 of 1
  • Jason Strickland

    Jason Strickland

    Chief Compliance OfficerCRD 5013990

Contacts

2 of 2
  • Hasnain Naveed

    FinOpCRD 7004810

  • David Lee

    David Lee

    FounderCRD 2605960

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