1031 Securities Inc.

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

Firm details

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

Firm profile

FINTRX

Overview

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

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth