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 corporate entity that registered with the SEC in 2014 and is listed as individually owned. Public data classifies the firm as unclassified and does not identify it as a capital allocator, multi-state adviser, pension consultant, or related adviser. The record also flags the firm as not an active ESG investor. Available source fields for business activities, advisory services and client types were not populated. That absence of descriptive activity in the source suggests the firm either maintains a very narrow or specialized business purpose, or it has limited or no ongoing advisory operations visible in the reporting dataset.

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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