THE BANK STREET GROUP L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
116269
Registered since
March 7, 2002

Firm profile

FINTRX

Overview

The Bank Street Group L.L.C. is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank; ownership is listed as a mix of a domestic entity and an individual. The record flags several negative attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Public-facing details about the firm’s client segments, fee schedules, specific business activities and advisory offerings are not provided in the FINTRX entry. That limited disclosure constrains any assessment of the firm’s client targets, service model or investment philosophy from the available data.

Assets & Accounts

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

Contacts

3 of 26
  • Garrett Castellani

    DirectorCRD 5824137

  • ROSS WIDHAM

    DirectorCRD 6364552

  • MATTHEW BURNS

    Vice PresidentCRD 7294151

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
333 Ludlow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth