BAINBRIDGE CAPITAL SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
304472
Registered since
May 13, 2020

Firm profile

FINTRX

Overview

Bainbridge Capital Securities, Inc. is organized as a corporation and first registered with the SEC in 2020. The ownership is listed as a domestic entity and individual combination, and the firm is classified in the source snapshot as "Unclassified." The FINTRX snapshot provides minimal detail about the firm's business activities or advisory services — fee structure, client segments and core advisory activities are not disclosed in the available record. The profile notes several negative flags rather than specialties: the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The snapshot also marks the firm as not a multi-state adviser, a point to watch given its office footprint (see Location & Offices).

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

2 of 2
  • TREVOR GILMORE

    Chief Financial Officer & Managing DirectorCRD 6983067

  • Tarik Abdala

    CEOCRD 7149692

Contacts

1 of 1
  • RICHARD SPEZIALE

    FinOpCRD 1192739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
4445 Eastgate Mall
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth