Susquehanna Investment Group

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
70
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
33875
Registered since
March 23, 1987

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and has been SEC-registered since 1987. The firm is owned by a domestic entity/individual structure and is classified in the dataset as "Unclassified." Reporting fields indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser in the available snapshot. The firm’s public profile in the dataset contains limited descriptive detail about business lines, fee models, or client segments; the available disclosures focus chiefly on holdings and filing activity rather than on retail or institutional advisory services.

Assets & Accounts

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
  • Vincent Hegarty

    Chief Compliance OfficerCRD 1564639

Contacts

3 of 69
  • Faith Clayton

    Faith Clayton

    Software EngineerCRD 7710416

  • Maanav Singh

    Maanav Singh

    Quantitative DeveloperCRD 8060750

  • Braden Lenz

    Braden Lenz

    Software EngineerCRD 8170750

Unlock 66 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,826

Active vs passive

$30.3B in ETFs

Passive

93%

$28.1B

Active

5%

$2.2B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$6.9B10,645,68022.87%

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth