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 a corporately organized, individually owned securities firm that has been SEC-registered since 1981. The firm is categorized in vendor data as "unclassified" rather than fitting a more specific RIA or broker-dealer subtype. Current regulatory reporting indicates the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 5
  • JAY GREENBURG

    Wealth AdvisorCRD 6153353

  • JEFFREY KEMP

    Wealth AdvisorCRD 5986765

  • IAN RAMSRUD

    Manager of OperationsCRD 6002449

Unlock 2 more contacts

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

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