Cache Securities LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 319607
- Registered since
- February 9, 2023
Firm profile
FINTRXOverview
Cache Securities LLC is organized as a limited liability company and appears in public records as an SEC-registered adviser since 2023. The firm is listed as having a domestic entity/individual ownership structure and is categorized as "Unclassified" in the snapshot data. Available regulatory attributes indicate Cache Securities is not designated as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state or pension consultant adviser. Public disclosures from the source are minimal: there is no descriptive material about investment strategy, client types, fee schedule, or day-to-day advisory activities. The snapshot is limited to basic organizational and regulatory flags rather than an operational profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Marissa Harris
Chief Compliance OfficerCRD 5120745

Kimberly Johnson
Chief Compliance OfficerCRD 5378831
Contacts
3 of 8
Aaron White
Head of Investor SolutionsCRD 5668453

Elisa Garibay
Head of Brokerage OperationsCRD 5154488

Rian Goulart
CRD 7002656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 921 Front St
- Time zone
- PT (UTC-8)
- Office locations
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