Scaleview Securities LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 318523
- Registered since
- January 24, 2023
- Website
- scaleviewpartners.com
Firm profile
FINTRXOverview
Scaleview Securities LLC is organized as a limited liability company and registered with the SEC in 2023. The firm is classified as an investment bank and its ownership is recorded as a combination of a domestic entity and an individual. Public disclosures flag that Scaleview does not operate as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Richard Amsberry
FinOpCRD 2917504
Robert Garza
Compliance PrincipalCRD 2647459
Kenneth Davidson
ManagerCRD 5825255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3755 S Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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