Class VI Securities, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 148772
- Registered since
- October 19, 2009
- Website
- www.classvipartners.com
Firm profile
FINTRXOverview
Class VI Securities, LLC is organized as a limited liability company and has been SEC-registered since 2009. The firm is classified as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as a mix of a domestic entity and an individual. The dataset flags several negative attributes rather than active service lines: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not reported to be a pension consultant or a related adviser. Publicly available fields in the profile do not include a client mix, fee schedules, or detailed advisory or business activities.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 27
Reece Kelly
InternCRD 7527478

William Rosenblatt
AnalystCRD 7972975
Peter Bessone
Vice PresidentCRD 6200523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 255 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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