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 structured as a corporation and has been SEC-registered since 2014. The firm is individually owned and classified in the source data as unclassified. It is not identified as a capital allocator, does not market itself as an ESG investor, and is not listed as a multi-state or newly formed adviser. The record does not provide details on fee schedules, specific advisory activities, target client segments, or business lines.

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth