SAN Blas Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
70
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
290605
Registered since
June 21, 2018

Firm profile

FINTRX

Overview

SAN Blas Securities LLC is a limited liability company that registered with the SEC in 2018. Public records on the firm are sparse: it is classified as "Unclassified" in the source data, listed as owned by a combination of a domestic entity and an individual, and is not flagged as a capital allocator. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the dataset. No details about its advisory or business activities were provided.

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
  • Peter Botero

    Peter Botero

    Chief Compliance OfficerCRD 2809436

Contacts

3 of 69
  • William Shefte

    William Shefte

    CRD 4350635

  • Kimson Cao

    Financial AdvisorCRD 4357783

  • James Workman

    Registered Financial AdvisorCRD 4384208

Unlock 66 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
233 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth