Bosonic Securities

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Spearfish, South Dakota
CRD number
317012
Registered since
April 11, 2023

Firm profile

FINTRX

Overview

Bosonic Securities is organized as a limited liability company and appears on SEC records with a 2023 registration year. Public filings and the dataset provide very limited operational detail: entries for client types, fee schedule, business lines and advisory activities are blank. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is listed as "unclassified" rather than under a common advisory subtype. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multistate adviser, pension consultant, or related adviser. The dataset also notes that the firm has not supplied information about its activities or affiliations.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

Contacts

3 of 3
  • Erik Almond

    ConsultantCRD 4636051

  • Sara Andres

    Sara Andres

    Risk & Compliance ConsultantCRD 2985300

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Spearfish, SD

Lawrence

Location

Spearfish, SD

Headquartered in Spearfish, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.

Metro area
Rapid City-Spearfish, SD
Region
Midwest
County
Lawrence
Address
3761 W Beartooth Loop
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth