Samco Proprietary Trading, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
329446
Fee structure
Fixed Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Samco Proprietary Trading, Inc. is organized as a corporation and is registered as an institutional RIA. The firm’s advisory activity is reported as portfolio management for businesses or institutions, and it operates on a fixed-fee basis. Ownership is listed as domestic entity and individual, and the firm is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Samco Proprietary Trading is not identified as an active ESG investor. In its industry affiliations the firm is connected to broker‑dealer activity. The dataset indicates Samco does not function as a capital allocator, which suggests it does not run an institutional multi-manager program to deploy third‑party capital on behalf of clients.

Assets & Accounts

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

2 of 2
  • Joseph Mannes

    Joseph Mannes

    PresidentCRD 1946872

  • Roger Engemoen

    Managing DirectorCRD 1506062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
6805 N Capital Of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth