Akuna Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
155
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
159041
Registered since
February 2, 2012

Firm profile

FINTRX

Overview

Akuna Securities LLC is a limited liability company that has been SEC-registered since 2012. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification is unclassified in the source data. Available filings indicate Akuna Securities is not acting as a capital allocator and is not reported as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide detail in the data set about its client segments, fee model, day-to-day business activities, or advisory services.

Assets & Accounts

Public Holdings

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

3 of 5
  • Thomas Hyer

    Thomas Hyer

    CROCRD 5916927

  • Ryan Duckworth

    Ryan Duckworth

    Chief Executive OfficerCRD 5970652

  • Christina Javier Torres

    Chief Compliance OfficerCRD 6618037

Unlock 2 more executives

Contacts

3 of 150
  • Olga Rip

    FinOpCRD 5440553

  • Timothy Brace

    Timothy Brace

    Options TraderCRD 1908042

  • Heath Gerdes

    Heath Gerdes

    Floor TraderCRD 2583799

Unlock 147 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$35.5M in ETFs

Passive

100%

$35.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$27.8M92,67178.50%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
333 S Wabash Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth