Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
223
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
35865
Registered since
July 15, 1994
Website
sig.com

Firm profile

FINTRX

Overview

Susquehanna Financial Group, Lllp is an SEC-registered advisory entity first registered in 1994 and organized under a nonstandard legal form described as "Other Types of Legal Formation." Ownership records indicate both a domestic entity and at least one individual stakeholder. The firm's FINTRX profile does not place it into a common RIA classification and it is not identified as a capital allocator or an active ESG investor. The profile supplied to FINTRX contains limited detail about advisory offerings, client segments, or fee arrangements. That absence of disclosure, combined with the compact public holdings footprint, suggests the firm either operates in a niche capacity, uses instruments that do not appear on 13F filings, or focuses on activities outside traditional long-only equity management.

Public Holdings

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
  • Joseph Sellitto

    Joseph Sellitto

    Chief Executive OfficerCRD 1408978

Contacts

3 of 222
  • Michael Doherty

    CCOCRD 703900

  • Joseph Muratore

    Joseph Muratore

    Associate DirectorCRD 1241600

  • John Gonzalez

    Senior Equity/Derivatives TraderCRD 1541466

Unlock 219 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$18.5M in ETFs

Passive

100%

$18.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)BlackRockPassiveLatin America Stock$9.2M410,65650.00%

Location

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
401 E City Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth