Allegro Securities LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 139514
- Registered since
- July 13, 2006
- Website
- www.allegrocompanies.com
Firm profile
FINTRXOverview
Allegro Securities LLC is an SEC-registered limited liability company formed in 2006 that operates as a placement agent. The firm is owned by an individual and is positioned to facilitate capital introductions rather than to act as a traditional asset manager. Public filings indicate it is not a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas Boytinck
Founder & CEOCRD 4754503
Contacts
2 of 2
Fangjian Yuan
FounderCRD 7994647
Jonathan Lulu
Registered RepresentativeCRD 4500853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 231 Sharon Dr
- Time zone
- CT (UTC-6)
- Office locations
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