Port Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
43936
Registered since
June 3, 1998

Firm profile

FINTRX

Overview

Port Securities, Inc. is a corporation that has been SEC-registered since 1998 and is owned by an individual. The firm’s public profile does not include a description of its advisory or business activities, and it is classified as unclassified in the dataset. The firm is not identified as a capital allocator, is not an active ESG investor, and is not described as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The dataset explicitly notes that the firm did not provide details about its activities and affiliations, leaving its product mix, client segments, fee arrangements, and advisory model unspecified.

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
  • Richard Lemmon

    President, CFOCRD 1874827

Contacts

3 of 5
  • George Abrahamsen

    Registered RepresentativeCRD 1585427

  • Judith Rufner

    Registered RepresentativeCRD 832830

  • Scott Hostert

    Scott Hostert

    Registered RepresentativeCRD 5076008

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2717 W Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth