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 organized as a limited liability company under individual ownership and is classified as a placement agent. Its public profile emphasizes intermediary activity—connecting capital sources and issuers—rather than operating as a capital allocator or a discretionary investment manager. The firm’s disclosures are sparse. Available records indicate Allegro Securities LLC does not list itself as a capital allocator, is not identified as an active ESG investor, and is not represented as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Key items such as fee structure, client base, detailed business activities and advisory services have not been provided. Allegro reports a single office location but offers limited further operational detail or affiliations. For third parties evaluating the firm, the most notable features are its placement-agent focus, individual ownership, and the minimal public information available; prospective partners or counterparties will need to request track record, client and fee information, regulatory and compliance documentation, and details on any transactional specialties before proceeding.
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
Jonathan Lulu
Registered RepresentativeCRD 4500853

Fangjian Yuan
FounderCRD 7994647
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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