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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Christine Delaney
Deputy Chief Compliance OfficerCRD 2105956

Ashley Adkins
Chief Compliance OfficerCRD 5919852

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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