Foreside Fund Services, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
1,314
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 is classified in the dataset as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as domestic entity/individual. The profile indicates the firm does not act as a capital allocator and is not identified as a multi-state adviser, an active ESG investor, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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 54
  • Michael Stone

    Michael Stone

    Partner, Chief Investment OfficerCRD 5079106

  • Kyle Keary

    Investment CoordinatorCRD 8171038

  • David Pass

    David Pass

    Vice President, Chief Compliance OfficerCRD 1041996

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Contacts

3 of 1260
  • Christopher Bunzel

    Christopher Bunzel

    Managing DirectorCRD 5936153

  • Jorge Corro

    Jorge Corro

    Head of US OffshoreCRD 4456175

  • Nicole Mullen

    Nicole Mullen

    Registered RepresentativeCRD 8061657

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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