Cash App Investing LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
43
Avg account
$0

Firm details

Headquarters
Oakland, California
CRD number
144076
Registered since
October 15, 2007
Website
cash.app

Firm profile

FINTRX

Overview

Cash App Investing LLC is organized as a limited liability company and is shown as having registered with the SEC in 2007. Ownership is recorded as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and indicates it does not act as a capital allocator. The record also flags that the firm is not an active ESG investor, is not registered as a multistate adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. Available data do not include details on advisory services, client segments, fee schedules, or investment mandates, so there is no public information here about target clients, advisory models, or portfolio construction.

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

3 of 3
  • Christine Delaney

    Deputy Chief Compliance OfficerCRD 2105956

  • Ashley Adkins

    Ashley Adkins

    Chief Compliance OfficerCRD 5919852

  • Logan Kolar

    Logan Kolar

    President, CEOCRD 6496667

Contacts

3 of 40
  • Ian Mahoney

    Ian Mahoney

    Operations SpecialistCRD 7031484

  • Samuel Rupp

    Brokerage Operations SpecialistCRD 7987631

  • Christian Coronado

    OperationsCRD 6205158

Unlock 37 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth