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 a limited liability company that has been SEC-registered since 2006 and is classified as a placement agent. The firm is individually owned and appears focused on intermediary capital-raising and placement activities rather than discretionary portfolio management or direct capital allocation. The available filings and FINTRX notes show minimal public disclosure about clientele, fee schedules, advisory activities, or investment holdings. Allegro is not identified as an active ESG investor, is not registered as a multi-state adviser, does not serve as a pension consultant, and is not listed as a related adviser. The limited public information constrains any assessment of product mix, alternative-investment usage, or target investor segments.

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

    Thomas Boytinck

    Founder & CEOCRD 4754503

Contacts

2 of 2
  • Jonathan Lulu

    Jonathan Lulu

    Registered RepresentativeCRD 4500853

  • Fangjian Yuan

    Fangjian Yuan

    FounderCRD 7994647

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