Northbound Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Weston, Florida
CRD number
314549
Registered since
December 21, 2021

Firm profile

FINTRX

Overview

Northbound Securities LLC is organized as a limited liability company with ownership described as a mix of a foreign entity and an individual. Public records classify the firm as "unclassified" for its advisory role. Flags in the firm profile indicate it does not act as a capital allocator and is not identified as an active ESG investor. Additional profile markers show it is not positioned as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Weston, FL

Broward

Location

Weston, FL

Headquartered in Weston, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
15576 Sw 17th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth