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 registered with the SEC in 2006. The firm is listed as being individually owned and its regulatory classification in the provided record is "Unclassified." The dataset flags the firm as not acting as a capital allocator and not engaging as an active ESG investor. It is also recorded as not being a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not disclose details about its client segments, fee schedules, or the specific advisory and business activities in the supplied data.

Assets & Accounts

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

1 of 1
  • Thomas Boytinck

    Thomas Boytinck

    Founder & CEOCRD 4754503

Contacts

2 of 2
  • Fangjian Yuan

    Fangjian Yuan

    FounderCRD 7994647

  • Jonathan Lulu

    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