Optionality Securities
Firm details
- Headquarters
- West Conshohocken, Pennsylvania
- CRD number
- 313329
- Registered since
- February 28, 2022
Firm profile
FINTRXAssets & Accounts
Optionality Securities reports no client relationships or client assets as of the available snapshot: the firm lists 0 clients and an average client size of $0.00. That implies zero AUM and no account-level activity reported in the data set. The lack of client- or asset-level figures suggests the entity is not operating as an active investment manager for external clients, at least in the reporting period covered.
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
Location
West Conshohocken, PA
Montgomery
Location
West Conshohocken, PA
Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 200 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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