BA Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
342
Avg account
$0

Firm details

Headquarters
West Conshohocken, Pennsylvania
CRD number
153489
Registered since
October 14, 2010

Firm profile

FINTRX

Overview

BA Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The record identifies ownership that includes a domestic entity and an individual, and it flags the firm as not acting as a capital allocator. Fields for fee structure, advisory activities, business activities, and client base are blank in the source, so publicly available details about the firm’s day-to-day services and client segmentation are limited. The profile data also marks the firm as not being an active ESG investor and not operating as a multi-state adviser; it is not listed as a pension consultant or a related adviser and is not identified as a newly formed adviser. Those attributes suggest a narrow set of classifications in the available snapshot rather than a detailed description of investment strategies or product offerings.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Conshohocken, PA

Montgomery

Location

West Conshohocken, PA

Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth