Akuna Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
158
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Akuna Securities LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm is listed as a domestic entity/individual owner type and is classified as unclassified in the snapshot data. The record indicates the entity does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. The publicly available profile contains minimal information about advisory or client-facing activities. Where the firm does appear in public filings, those filings reflect marketable securities positions rather than traditional advisory-client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 153
  • Olga Rip

    FinOpCRD 5440553

  • Timothy Brace

    Timothy Brace

    Options TraderCRD 1908042

  • Heath Gerdes

    Heath Gerdes

    Floor TraderCRD 2583799

Unlock 150 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