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 operates as a sole proprietorship and has been registered with the SEC since 1996. The firm functions primarily as a broker-dealer and insurance broker, engaging in various business activities that allow it to serve a diverse client base. While it does not actively pursue ESG investments, it maintains a fee structure based on a percentage of assets under management and hourly charges. The firm does not classify itself as a capital allocator or pension consultant, and it does not have affiliations with multi-state advisory networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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