The Logan Group Securities
Firm details
- Headquarters
- Roseville, California
- CRD number
- 40259
- Registered since
- April 25, 1996
- Website
- www.logangrp.com
- Fee structure
- Percentage of AUM, Hourly Charges
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Kevin Logan
Broker OwnerCRD 2052765

Helene Postrel
FinOpCRD 2240945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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