Direct Realty Securities, Inc.

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
168435
Registered since
July 3, 2014

Firm profile

FINTRX

Overview

Direct Realty Securities, Inc. is a small corporate advisory entity that has been SEC-registered since 2014 and is owned by an individual. FINTRX lists the firm as unclassified in its business type and indicates it is not a multi-state adviser, not an active ESG investor, and does not operate as a capital allocator or pension consultant. The dataset includes no description of client segments, fee schedules, advisory services, or manager allocation preferences, which limits visibility into the firm's investment approach or target clientele.

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
  • I Kerner

    CEO and PresidentCRD 1389985

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
5743 Corsa Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth