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 is shown in FINTRX as having registered with the SEC in 2023. The profile lists ownership split between a domestic entity and an individual and classifies the adviser as "Unclassified." The record indicates the firm is not positioned as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state adviser. FINTRX also shows it is not identified as a pension consultant or a related adviser. Details about the firm's advisory services, client segments, and fee schedule are not provided in the available profile.

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
  • LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

Contacts

3 of 3
  • ERIK ALMOND

    ConsultantCRD 4636051

  • SARA ANDRES

    Risk & Compliance ConsultantCRD 2985300

  • Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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