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 is classified in FINTRX as an investment bank. The firm appears to be SEC-registered since 2004. FINTRX flags indicate it is not acting as a capital allocator and it is not identified as an active ESG investor or a multi-state adviser. Ownership is recorded as a combination of a domestic entity and an individual. The available records do not describe fee schedules, client segments, advisory activities, or specific business lines beyond the investment bank classification, and the firm did not provide additional details about activities or affiliations to FINTRX.

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

FINTRX

Recent M&A activity

FINTRX

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