Startengine Primary LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
43
Avg account
$0

Firm details

Headquarters
Burbank, California
CRD number
291773
Registered since
June 10, 2019

Firm profile

FINTRX

Overview

Startengine Primary LLC is organized as a limited liability company and is recorded as an investment bank that registered with the SEC in 2019. The FINTRX snapshot classifies ownership as a domestic entity and individual ownership. The firm's profile indicates it does not act as a capital allocator, is not positioned as a multi-state adviser, and is not identified as an active ESG investor. It is also not listed as a pension consultant or a related adviser. The data set supplied does not specify client segments, fee schedules, or the day-to-day advisory or capital markets activities the entity undertakes. Those operational details and any product or service specializations are not included in the available record.

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

3 of 5
  • Robert Creaser

    Robert Creaser

    Chief Compliance OfficerCRD 3198410

  • Howard Marks

    Howard Marks

    Co-Founder & CEOCRD 6617096

  • Jonathan Reyes

    Jonathan Reyes

    Chief Compliance OfficerCRD 6654501

Unlock 2 more executives

Contacts

3 of 38
  • Brendan Miles

    Brendan Miles

    Senior Vice President, Investment AdvisorCRD 5788596

  • James Munro

    James Munro

    Private Equity AssociateCRD 6950947

  • Victoria Patrikus

    Victoria Patrikus

    Senior Compliance ManagerCRD 6972321

Unlock 35 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burbank, CA

Los Angeles

Location

Burbank, CA

Headquartered in Burbank, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4100 W Alameda Ave
Time zone
PT (UTC-8)
Office locations

Similar firms