CASH APP INVESTING LLC
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 144076
- Registered since
- October 15, 2007
- Website
- cash.app
Firm profile
FINTRXOverview
Cash App Investing LLC is organized as a limited liability company and has been SEC-registered since 2007. The ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data and is not identified as a capital allocator. It does not flag itself as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or a related adviser. The firm has provided minimal public detail about its advisory activities, client base, fee structure or broader business lines.
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 2CHRISTINE DELANEY
Deputy Chief Compliance OfficerCRD 2105956
ASHLEY ADKINS
Interim Chief Compliance OfficerCRD 5919852
Contacts
3 of 42Ian Mahoney
Operations SpecialistCRD 7031484
SAMUEL RUPP
Brokerage Operations SpecialistCRD 7987631
Christian Coronado
OperationsCRD 6205158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAKLAND, CA
ALAMEDA
Location
OAKLAND, CA
Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1955 Broadway
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
INFINITY FINANCIAL SERVICES
Broker-DealerOAKLAND, CA
SIENA GLOBAL SECURITIES, LLC
Broker-DealerOAKLAND, CA
SIGNATURE ESTATE SECURITIES, LLC
Broker-DealerLos Angeles, CA
GREENBRIER DIVERSIFIED, INC.
Broker-DealerBeverly Hills, CA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
XNERGY FINANCIAL LLC
Broker-DealerLos Angeles, CA