1031 Securities Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Franklin, Michigan
CRD number
326590
Registered since
March 15, 2024

Firm profile

FINTRX

Overview

1031 Securities Inc. is recorded as a corporation that became SEC-registered in 2024. Ownership is listed under a domestic entity alongside an individual owner. The firm is classified as "unclassified" in the FINTRX record, and the profile contains only limited detail about its business model, client types, or fee arrangements. The dataset flags the firm as not acting as a capital allocator and not identified as an active ESG investor. It is also marked as not a pension consultant and not a related adviser. The FINTRX entry does not provide narrative descriptions of advisory services, investment strategy, or target clientele.

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

Contacts

3 of 19
  • David Guevara

    David Guevara

    Registered RepresentativeCRD 5600921

  • Jeffrey Proeh

    Jeffrey Proeh

    Registered RepresentativeCRD 6488833

  • Andre Ramirez

    Andre Ramirez

    Financial AdvisorCRD 7291109

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Franklin, MI

Oakland

Location

Franklin, MI

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

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
25300 W 13 Mile Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth