Akuna Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
145
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. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the dataset is "unclassified," and it is not identified as a capital allocator. The snapshot data does not include a client profile or a description of advisory activities. Several vendor fields are negative: the firm is not flagged as an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not recorded as a pension consultant or related adviser in the profile.

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
  • Paul Warhurst

    Chief Compliance OfficerCRD 7817913

  • Thomas Hyer

    Thomas Hyer

    CROCRD 5916927

  • Neli Alexieva

    Neli Alexieva

    CFOCRD 6854926

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Contacts

3 of 140
  • Shailen Aggarwal

    Quantitative Research AnalystCRD 7410837

  • Richard Jeffers

    TraderCRD 6307307

  • Ranvit Bommineni

    Ranvit Bommineni

    Software EngineerCRD 7949237

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth