FIRST GEORGETOWN SECURITIES, INC

Overview

First Georgetown Securities, Inc. operates as a broker-dealer that also provides discretionary portfolio management for individuals and small businesses. Founded and SEC-registered in 1975, the firm is individually owned and charges clients on a percentage of assets under management. Its product profile and filings show a clear tilt toward equity-centered portfolios: exchange-traded equities are the dominant asset type the firm uses to implement investment strategies. The firm is not an active ESG investor and does not present itself as a capital allocator; rather it sources investment exposure through marketable securities and third-party managers. Advisory activity is focused on individual and family clients, and the broker-dealer platform supports both execution and managed-account services.

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Public Holdings

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Location & Offices