Foreside Fund Services, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
1,313
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
46106
Registered since
January 7, 1999

Firm profile

FINTRX

Overview

Foreside Fund Services, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is listed as SEC-registered in 1999 and is identified as a domestic entity / individual owner type. FINTRX marks the firm as not acting as a capital allocator and not operating as a multi-state registered adviser; it is also flagged as not being an active ESG investor and not a pension consultant. Specifics about fee schedules, client segments, advisory services, or other operating activities were not provided in the source data.

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

3 of 53
  • Michael Stone

    Michael Stone

    Partner, Chief Investment OfficerCRD 5079106

  • Matthew Stolen

    Matthew Stolen

    Chief Compliance OfficerCRD 4953375

  • Scott Lindsay

    Scott Lindsay

    Chief Operations OfficerCRD 4959213

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Contacts

3 of 1260
  • Matthew Mailman

    Registered RepresentativeCRD 5683470

  • Dianna Parente

    Dianna Parente

    Director, U.S. Retail Project ManagerCRD 5721197

  • Parker Thompson

    Parker Thompson

    Registered RepresentativeCRD 5755018

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth