North Capital Private Securities Corporation

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Midvale, Utah
CRD number
154559
Registered since
January 24, 2011

Firm profile

FINTRX

Overview

North Capital Private Securities Corporation is registered with the SEC (registration year 2011) and is organized as a corporation. The FINTRX record classifies ownership as a domestic entity and individual and marks the firm as unclassified for manager type. The profile indicates the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Pension consulting and related-adviser designations are also not indicated. The source does not supply detail on fee arrangements, specific business lines, or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Joseph Anderson

    Joseph Anderson

    Chief Compliance OfficerCRD 4644204

  • Daniel Watson

    Daniel Watson

    Chief Financial OfficerCRD 7729924

  • Richard Sandulli

    Richard Sandulli

    Co-ceoCRD 1555067

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Contacts

3 of 53
  • Andrew Evanich

    Andrew Evanich

    Assistant Vice PresidentCRD 6960449

  • Lindsey Collings

    Lindsey Collings

    Vice PresidentCRD 6593087

  • Tyler Farrelly

    Tyler Farrelly

    Investor Relations DirectorCRD 7613463

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth