Foreside Fund Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1,331
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 snapshot data as an investment bank. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Publicly listed snapshot fields emphasize operational characteristics rather than portfolio activity: the firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not categorized as a pension consultant or related adviser. It is also noted as not being a multi-state adviser and not a newly formed adviser. The record provides limited detail on specific advisory or transactional lines of business.

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 52
  • 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

Unlock 49 more executives →

Contacts

3 of 1279
  • Matthew Mailman

    Registered RepresentativeCRD 5683470

  • Dianna Parente

    Dianna Parente

    Vice PresidentCRD 5721197

  • Parker Thompson

    Parker Thompson

    Registered RepresentativeCRD 5755018

Unlock 1276 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth