Class VI Securities, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
148772
Registered since
October 19, 2009

Firm profile

FINTRX

Overview

Class VI Securities, LLC is organized as a limited liability company and is categorized as an investment bank. The firm is SEC-registered (initial registration in 2009) and the ownership is recorded as a combination of a domestic entity and an individual. Registry information indicates the firm is not positioned as a capital allocator, does not market itself as an active ESG investor, and is not registered as a multi-state adviser. It also does not appear to serve as a pension consultant or to have a related adviser relationship recorded in the dataset. The available records do not include a description of advisory activities, client types, fee schedules, or typical investment mandates. The profile, as reported, aligns more with a non-advisory or broker-dealer style entity rather than a traditional asset-management RIA, but public detail about its business lines and deal activity is limited.

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

Contacts

3 of 29
  • Christopher Younger

    Christopher Younger

    Owner & Managing DirectorCRD 5626789

  • David Tolson

    David Tolson

    Managing DirectorCRD 5626792

  • Zachary Gibson

    Zachary Gibson

    Managing DirectorCRD 5424913

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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