Coinzoom Securities, LLC

Broker-DealerFINRA Member
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 listed as a limited liability company in the FINTRX dataset and is categorized there as "Unclassified." The record identifies the owner type as a combination of a domestic entity and an individual. The firm is not flagged as a capital allocator, nor as an active ESG investor, multi-state adviser, pension consultant, or related adviser. FINTRX does not supply descriptive detail on the firm's core business activities, client segments, fee schedules, or the specific nature of any advisory services. Taken together, the available attributes suggest the entity is recorded in the dataset but lacks the typical disclosure items that would clarify whether it acts primarily as a custodial/broker-dealer intermediary, an advisory business, or another type of market participant.

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
  • Cade Powers

    Cade Powers

    Finance OperationsCRD 7606323

  • Derek Rolfe

    Derek Rolfe

    Financial AnalystCRD 8108949

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth