Cache Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
319607
Registered since
February 9, 2023

Firm profile

FINTRX

Overview

Cache Securities LLC is a limited liability company that registered with the SEC in 2023. The firm is owned as a domestic entity/individual and is listed with an "Unclassified" firm type in the available records. The snapshot indicates it is not a capital allocator, does not identify as an active ESG investor, and is not reported as a multistate adviser, pension consultant, or related adviser. The firm has not disclosed its client makeup, fee schedule, business activities, or advisory services in the provided data.

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

2 of 2
  • Kimberly Johnson

    Kimberly Johnson

    Chief Compliance OfficerCRD 5378831

  • Marissa Harris

    Marissa Harris

    Chief Compliance OfficerCRD 5120745

Contacts

3 of 6
  • Rian Goulart

    Rian Goulart

    CRD 7002656

  • Lulu Alaqili

    Lulu Alaqili

    Director of OperationsCRD 5104565

  • Elisa Garibay

    Elisa Garibay

    Head of Brokerage OperationsCRD 5154488

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth