Cash App Investing LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
41
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 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

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

2 of 2
  • Christine Delaney

    Deputy Chief Compliance OfficerCRD 2105956

  • 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

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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