Capital Management Securities, Inc.

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
10579
Registered since
June 10, 1982

Firm profile

FINTRX

Overview

Capital Management Securities, Inc. is a corporate entity that has been registered with the SEC since 1982. FINTRX classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. The dataset indicates the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not recorded as a pension consultant or related adviser.

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

1 of 1
  • Melissa Glennie

    Melissa Glennie

    Chief Compliance OfficerCRD 2221936

Contacts

3 of 20
  • Steven Rumchik

    Registered RepresentativeCRD 715514

  • Marissa Zaun

    Marissa Zaun

    Client ServicesCRD 4202660

  • Jean Hurlbert

    Jean Hurlbert

    ManagerCRD 2189555

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7900 Xerxes Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth