Cash App Investing LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
42
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 SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and an individual. The firm's public snapshot classifies it as "Unclassified" and indicates it does not act as a capital allocator or an active ESG investor. It is not registered as a multi-state adviser, is not identified as a pension consultant, and is not flagged as a related adviser. Public filings and the provided snapshot offer minimal detail on the firm's advisory lines, client segments, or fee schedule. The available disclosures focus on registration and structural attributes rather than investment strategy or service offerings.

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 39
  • Jeff Schroeder

    Brokerage Operations SpecialistCRD 5278932

  • Jeffrey Sheen

    Jeffrey Sheen

    Brokerage Operations SpecialistCRD 3235564

  • Casey Baker

    Casey Baker

    Brokerage Operations SpecialistCRD 6793101

Unlock 36 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

Similar firms