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 a limited liability company that appears on SEC records as having registered in 2021. The firm's ownership is listed as a combination of a domestic entity and an individual, and its regulatory classification in the data is recorded as unclassified. The dataset indicates the firm does not function as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It is also not marked as a pension consultant or a related adviser. Available fields for business activities, advisory focus, fee schedules and client segmentation are blank in the source, so the firm’s target client profiles and specific advisory services are not described in the provided material.

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

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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