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 set up as a limited liability company and is registered with the SEC since 2007. FINTRX lists the firm’s owner type as both a domestic entity and an individual and assigns an "Unclassified" firm classification. The data record indicates the firm is not a capital allocator, is not flagged as an active ESG investor, and is not a multi-state adviser; it is also not listed as a pension consultant, related adviser, or a newly formed adviser. FINTRX does not provide details on the firm’s advisory activities, target client types, or fee structure.
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

Logan Kolar
President, CEOCRD 6496667
Contacts
3 of 39Jeff Schroeder
Brokerage Operations SpecialistCRD 5278932

Jeffrey Sheen
Brokerage Operations SpecialistCRD 3235564

Casey Baker
Brokerage Operations SpecialistCRD 6793101
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
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