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 corporation registered with the SEC since 1987 and classified as a fund distributor. The firm’s public profile indicates it functions in a distribution role rather than as an investment manager or capital allocator. Owner type is listed as a domestic entity with individual ownership. Regulatory and operating details in the snapshot show it is not positioned as an investment adviser across multiple states, is not a pension consultant, and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

Unlock 41 more contacts

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

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