Bosonic Securities
Firm details
- Headquarters
- Lake Worth Beach, Florida
- CRD number
- 317012
- Registered since
- April 11, 2023
Firm profile
FINTRXOverview
Bosonic Securities is organized as a limited liability company and is classified in the source data as a placement agent. The ownership designation lists both a domestic entity and an individual, indicating mixed ownership rather than a purely corporate or purely individual structure. The firm's profile indicates it does not act as a capital allocator and is not identified as an active ESG investor. Other operational flags in the available record show Bosonic Securities is not listed as a multi-state adviser, not a pension consultant, and not designated as a related adviser. No advisory activities, fee schedules, or client segments are provided in the supplied material, which is consistent with the placement-agent classification that typically focuses on arranging capital rather than running discretionary investment programs.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Lake Worth Beach, FL
Palm Beach
Location
Lake Worth Beach, FL
Headquartered in Lake Worth Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1904 Vernon St
- Time zone
- ET (UTC-5)
- Office locations
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