Fimco Securities Group, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Port Washington, Wisconsin
CRD number
30343
Registered since
May 28, 1992

Firm profile

FINTRX

Overview

Fimco Securities Group, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered entity since 1992. The firm is identified as individually owned and is categorized as "unclassified" in the snapshot data. FINTRX flags that Fimco Securities Group, Inc. is not a capital allocator and does not identify as an active ESG investor. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The dataset provides no detail on specific advisory or business activities and offers limited disclosure beyond these high-level attributes.

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

Contacts

2 of 2
  • Frederick Henry

    OwnerCRD 1429664

  • Mark Henry

    Mark Henry

    Marketing AssistantCRD 1732827

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Port Washington, WI

Ozaukee

Location

Port Washington, WI

Headquartered in Port Washington, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Ozaukee
Address
110 S Wisconsin St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth