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 organized as a corporation and is recorded as an SEC-registered adviser in 2024. Ownership is listed as a combination of a domestic entity and individual owners. The firm's FINTRX profile is classified as unclassified and does not list it as a capital allocator. The record flags the firm as not an active ESG investor and not a pension consultant; it also notes that it is not a multi-state adviser, not a newly formed adviser, and not a related adviser. The profile contains limited public detail about the firm’s advisory activities, client segments, fee schedules, or specific lines of business. FINTRX does not provide descriptions of investment strategy, target allocations, or client-facing services for this entity.

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
  • John Altobello

    John Altobello

    Registered RepresentativeCRD 5093202

  • Sonya Gotz

    Sonya Gotz

    PartnerCRD 4007918

  • Darrell Rau

    Darrell Rau

    Registered RepresentativeCRD 4247268

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