Profunds Distributors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
19541
Registered since
May 14, 1987

Firm profile

FINTRX

Overview

Profunds Distributors, Inc. is organized as a corporation and is classified in public records as a fund distributor. The ownership is listed as a combination of domestic entities and individuals. The firm’s profile does not indicate that it acts as a capital allocator or that it provides investment advisory services; the snapshot also notes it does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. The FINTRX entry contains minimal operational detail beyond that distributor classification: there are no disclosed descriptions of client types, fee schedules, or advisory activities in the available record.

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

Contacts

3 of 44
  • Danny Valentino

    Danny Valentino

    Regional Vice PresidentCRD 3250135

  • Troy Goldstein

    Executive DirectorCRD 4121527

  • Nicholas Delios

    Nicholas Delios

    Regional Vice PresidentCRD 6527337

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7272 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth