1031 Securities Inc.
Firm details
- Headquarters
- Howell, Michigan
- CRD number
- 326590
- Registered since
- March 15, 2024
Firm profile
FINTRXOverview
1031 Securities Inc. is recorded as a corporate advisory entity that registered with the SEC in 2024. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The profile shows limited public disclosure about business lines or advisory activities; the firm is not flagged as a capital allocator, is not active on ESG investing, and is not designated as a pension consultant or related adviser in the FINTRX entry. FINTRX also notes that 1031 Securities Inc. is not classified as a multi-state adviser and is not marked as a newly formed adviser, despite the 2024 SEC registration date. There is no additional detail available in the source about fee schedules, target client segments, or the specific services the firm provides.
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
3 of 19
David Guevara
Registered RepresentativeCRD 5600921

Jeffrey Proeh
Registered RepresentativeCRD 6488833

Andre Ramirez
Financial AdvisorCRD 7291109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Howell, MI
Livingston
Location
Howell, MI
Headquartered in Howell, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 5245 Clyde Rd
- Time zone
- ET (UTC-5)
- Office locations
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