Susquehanna Financial Group, Lllp

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
241
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 organized under an alternative legal structure rather than a standard corporate or partnership form. The ownership is listed as a combination of a domestic entity and an individual, and the firm is categorized as unclassified in the available dataset. Public disclosures provide little detail about its business model: there are no listed descriptions of advisory activities, client segments, fee schedules, or formal classification as a capital allocator. Available attributes indicate the firm does not present itself as an ESG investor, is not flagged as a multi-state adviser, and is not identified as a pension consultant or a related adviser. Those data points, together with the absence of client and fee detail, suggest Susquehanna Financial Group, Lllp operates with a limited public-facing advisory profile or focuses on activities outside the typical retail or institutional advisory model.

Assets & Accounts

Public Holdings

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)BlackRockPassiveLatin America Stock$9.2M410,656100.00%

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