Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
224
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 registered with the SEC (registration year 1994) and is organized under an alternative legal formation rather than the common RIA structures reported in public databases. The snapshot data identifies ownership as a mix of a domestic entity and an individual. The firm does not register itself as a multi-state adviser in the snapshot and is flagged as not being an active ESG investor, not a capital allocator, and not a pension consultant. The firm has not supplied detail on its client segments, fee schedules, or day-to-day advisory activities in the provided data.

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

1 of 1
  • Joseph Sellitto

    Joseph Sellitto

    Chief Executive OfficerCRD 1408978

Contacts

3 of 223
  • Michael Doherty

    CCOCRD 703900

  • Joseph Muratore

    Joseph Muratore

    Associate DirectorCRD 1241600

  • John Gonzalez

    Senior Equity/Derivatives TraderCRD 1541466

Unlock 220 more contacts →

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

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