Every Securities LLC

RIASEC RegisteredEst. 2024
Total AUM
$123M
Discretionary
$123M
100% of AUM
Avg account
$852K
Accounts
144
Employees
4
Advisory reps
2

Firm details

Headquarters
Sacramento, California
CRD number
333167
Registered since
December 2, 2024
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Every Securities LLC is a limited liability company registered with the SEC in 2024 and classified as an institutional registered investment adviser. The firm reports a primarily institutional client base but also provides portfolio management services for individuals, small businesses, and for businesses or institutions. Ownership is indicated as a mix of a domestic entity and an individual. Compensation is a blend of percentage-of-AUM and fixed fees. The firm does not identify as a capital allocator and is not listed as an active ESG investor. It is not a multi-state adviser, does not act as a pension consultant, and has no related adviser noted. Advisory activity centers on discretionary portfolio management rather than manager-of-managers services.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 69%, US Government Bonds 31%69%
  • Cash & Cash Equivalents69%
  • US Government Bonds31%

Owners & executives

1 of 1
  • Rajeev Behera

    Co-Founder and CEOCRD 7986974

Contacts

1 of 1
  • Richard Bachman

    CCOCRD 8114326

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
1401 21st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth