CACHE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
6
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. Public filings captured in FINTRX classify the firm as “Unclassified” and list its owner type as a combination of a domestic entity and an individual. The dataset identifies the firm as not being a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. Several typical firm attributes — including business activities, advisory services, fee structure and client base — were not provided in the source material.

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

Contacts

3 of 6
  • RIAN GOULART

    CRD 7002656

  • Lulu Alaqili

    Lead Product ManagerCRD 5104565

  • BRADLEY HANUS

    Head of ComplianceCRD 5487896

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