Petrie Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
131783
Registered since
November 3, 2004
Website
petrie.com

Firm profile

FINTRX

Overview

Petrie Partners Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. FINTRX flags the firm as not serving as a capital allocator and not operating as an active ESG investor. It is not listed as a multistate adviser, was not marked as newly formed, and does not appear to serve as a 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

1 of 1
  • Michael Bock

    Michael Bock

    Co-Founder and CFOCRD 2454381

Contacts

3 of 13
  • LeeAnna Glessing

    LeeAnna Glessing

    ConsultingCRD 2381458

  • James Rogers

    James Rogers

    PartnerCRD 2089138

  • Jon Hughes

    Jon Hughes

    PrincipalCRD 2152626

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
600 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth