Cash App Investing LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
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 identified in FINTRX as owned by a combination of a domestic entity and an individual. The vendor classifies the firm as "unclassified" and provides minimal operational detail. The record flags that the firm is not a capital allocator, does not identify as an active ESG investor, is not multi-state, and is not designated as a pension consultant or related adviser. FINTRX contains no descriptive notes about the firm's advisory activities, fee model, client types, or broader affiliations.

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 42
  • Steven Davis

    Brokerage Operations SpecialistCRD 5219770

  • Jeff Schroeder

    Brokerage Operations SpecialistCRD 5278932

  • Jeffrey Sheen

    Jeffrey Sheen

    Brokerage Operations SpecialistCRD 3235564

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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