ALLEGRO SECURITIES LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
139514
Registered since
July 13, 2006

Firm profile

FINTRX

Overview

Allegro Securities LLC is organized as a limited liability company and has been SEC-registered since 2006. The entity is individually owned and is classified in FINTRX’s data as “unclassified.” Recorded firm attributes indicate it does not act as a capital allocator and is not identified as an active ESG investor. Additional flags show it is not marked as a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm’s public snapshot does not provide details on its advisory or business activities, fee structure, or the types of clients it serves.

Assets & Accounts

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

1 of 1
  • THOMAS BOYTINCK

    Founder & CEOCRD 4754503

Contacts

2 of 2
  • Fangjian Yuan

    FounderCRD 7994647

  • Jonathan Lulu

    Registered RepresentativeCRD 4500853

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth