WWF Securities, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Detroit, Michigan
CRD number
312763
Registered since
December 1, 2021

Firm profile

FINTRX

Overview

WWF Securities, LLC is organized as a limited liability company and is an SEC-registered adviser since 2021. Public data classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Several typical firm attributes—such as client types, fee schedules, and specific advisory or business activities—were not provided in the source material. The information available is sparse and largely administrative; there is no description of investment philosophy, product shelf, or target client segments in the supplied records. That lack of operational detail limits what can be inferred about the firm’s market positioning or service model beyond its legal form and regulatory registration year.

Assets & Accounts

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

2 of 2
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

  • Lonnie Johnson

    CEOCRD 6049622

Contacts

3 of 5
  • James Bernthal

    James Bernthal

    Registered RepresentativeCRD 4871243

  • Charles Sell

    Charles Sell

    AdvisorCRD 1177859

  • Francis Davis

    RepresentativeCRD 2627522

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Detroit, MI

Wayne

Location

Detroit, MI

Headquartered in Detroit, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
76 W Adams Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth