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 recorded as an SEC-registered adviser since 2007. Public filing fields list the firm’s owner type as both a domestic entity and an individual and classify the firm as "Unclassified." The snapshot indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant; it is also not listed as a related adviser. The available dataset does not include descriptions of the firm’s client base, fee arrangements, business activities, or the specific advisory services it offers. Those details are not present in the source material used for this profile.

Assets & Accounts

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

    Interim 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