FORESIDE FUND SERVICES, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
1,307
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 has been SEC-registered since 1999. The firm's regulatory classification in the dataset is "investment bank," and its ownership is described as a combination of a domestic entity and an individual. The record indicates Foreside does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

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 55
  • MICHAEL STONE

    Partner, Chief Investment OfficerCRD 5079106

  • Kyle Keary

    Investment CoordinatorCRD 8171038

  • DAVID PASS

    Vice President, Chief Compliance OfficerCRD 1041996

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Contacts

3 of 1252
  • CHRISTOPHER BUNZEL

    Managing DirectorCRD 5936153

  • Jorge Corro

    Head of US OffshoreCRD 4456175

  • Nicole Mullen

    Registered RepresentativeCRD 8061657

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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