Coinzoom Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
167337
Registered since
February 14, 2014

Firm profile

FINTRX

Overview

Coinzoom Securities, LLC is an SEC-registered limited liability company first registered in 2014. Public data classifies the firm as "unclassified" and lists its owner type as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. Disclosure about the firm's business lines, advisory activities, fee structure and client segments is sparse in the available source. The firm has not supplied details about its investment focus, product lineup, or client-facing services in the dataset used for this profile.

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

1 of 1
  • Todd Crosland

    Todd Crosland

    Founder and CEOCRD 6182205

Contacts

2 of 2
  • Derek Rolfe

    Derek Rolfe

    Financial AnalystCRD 8108949

  • Cade Powers

    Cade Powers

    Sales AssociateCRD 7606323

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
4640 Holliday Village Plz
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth