Profunds Distributors, Inc.

Broker-DealerFINRA MemberEst. 1987
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 a corporate fund distributor that has been SEC-registered since 1987. The firm’s registration and classification indicate its principal role is distributing pooled investment vehicles rather than operating as an asset manager or discretionary capital allocator. Ownership is listed as a mix of a domestic entity and an individual. Public information on Profunds Distributors is limited: filings do not describe advisory businesses, pension consulting, or related-adviser arrangements, and the firm is not designated as a multi-state adviser. The firm also is not identified as an active environmental, social, and governance (ESG) investor.

Investments & Alternatives

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