Direct Realty Securities, Inc.
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 168435
- Registered since
- July 3, 2014
Firm profile
FINTRXOverview
Direct Realty Securities, Inc. is recorded as a corporation that registered with the SEC in 2014 and is owned by an individual. The FINTRX entry classifies the firm as unclassified and flags it as not acting as a capital allocator. The record indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not identify as a pension consultant or related adviser. Public disclosures in the FINTRX profile are sparse: fields for client base, fee structure, business activities, and advisory activities are not populated. That leaves limited visibility into the firm’s target clients, service model, or investment focus beyond the high-level attributes noted above.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1I Kerner
CEO and PresidentCRD 1389985
Contacts
1 of 1
Steven Thornton
PresidentCRD 4496384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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