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 organized as a corporation and has been registered with the SEC since 1998. The firm is privately owned by an individual and is listed with an "Unclassified" firm type in the available dataset. Public records for this entity provide only a limited set of administrative attributes rather than a detailed description of its advisory model, client segments, or fee schedules. Available fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, or as a related adviser to another firm. Those registry-level flags suggest a modest regulatory footprint and limited public-facing activity, but they do not provide granular information on how the firm sources or manages client assets.

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
  • Judith Rufner

    Registered RepresentativeCRD 832830

  • Gerard Hayden

    Registered RepresentativeCRD 1174984

  • George Abrahamsen

    Registered RepresentativeCRD 1585427

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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