Dawson James Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
130645
Registered since
August 6, 2004

Firm profile

FINTRX

Overview

Dawson James Securities, Inc. is organized as a corporation and is classified in the source data as an investment bank. Ownership is described as a combination 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 noted as not being a multi-state adviser, not a pension consultant, not a related adviser, and not a newly formed adviser. Public-facing details about the firm’s client segments, fee structure, and specific advisory activities were not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2700 N Military Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth