North Capital Private Securities Corporation
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 154559
- Registered since
- January 24, 2011
- Website
- www.northcapital.com
Firm profile
FINTRXOverview
North Capital Private Securities Corporation is organized as a corporation and identified in the dataset as being owned by a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot data and is not described as a capital allocator. The snapshot also indicates the firm does not position itself as an active ESG investor, is not designated a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. The provided record does not include details on client segments, fee schedules, stated business activities, or advisory services. The limited public dataset does include a measure of the firm's physical footprint, which indicates operations in multiple states.
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
3 of 10
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134

Richard Sandulli
Co-ceoCRD 1555067

Donald Callahan
CFOCRD 1391439
Contacts
3 of 57Andrew Lipke
Director of InvestmentsCRD 5162728

Scott Sams
Institutional Business DevelopmentCRD 4465912

Jacob Maggy
Associate, Investor RelationsCRD 7188416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 623 E Fort Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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