The Logan Group Securities

Broker-DealerFINRA MemberEst. 1996
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Roseville, California
CRD number
40259
Registered since
April 25, 1996
Fee structure
Percentage of AUM, Hourly Charges

Firm profile

FINTRX

Overview

The Logan Group Securities is a sole proprietorship owned by an individual and has been SEC-registered since 1996. The firm is classified as unclassified in the source data and functions primarily as a broker-dealer and an insurance broker rather than as a traditional advisory-only RIA. Its stated fee arrangements include percentage-of-AUM billing and hourly charges, though the firm is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Kevin Logan

    Broker OwnerCRD 2052765

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Roseville, CA

Placer

Location

Roseville, CA

Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Placer
Address
2151 Professional Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth