Bruce A. Lefavi Securities, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
10684
Registered since
December 17, 1981

Firm profile

FINTRX

Overview

Bruce A. Lefavi Securities, Inc. is organized as a corporation and has been SEC-registered since 1981. The firm is individually owned and is listed in public records with an "Unclassified" business classification. The firm’s public profile contains limited operational detail. It does not identify itself as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state or newly formed adviser. Information on its advisory activities, fee model, client segments, and specific investment approaches was not provided.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Contacts

3 of 5
  • Jay Greenburg

    Jay Greenburg

    Wealth AdvisorCRD 6153353

  • Jeffrey Kemp

    Jeffrey Kemp

    Wealth AdvisorCRD 5986765

  • Ian Ramsrud

    Ian Ramsrud

    Manager of OperationsCRD 6002449

Unlock 2 more contacts

Wealth teams

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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

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2323 S Foothill Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth