Foreside Global Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
76
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
147382
Registered since
October 28, 2008

Firm profile

FINTRX

Overview

Foreside Global Services, LLC is organized as a limited liability company. Publicly available profile data does not describe the firm’s advisory offerings, client segments, fee schedules, or day-to-day business activities. The firm identifies its ownership as a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." Available disclosures indicate Foreside Global Services does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

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Contacts

3 of 72
  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Deanna Bitsko

    Deanna Bitsko

    AnalystCRD 6994985

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Wealth teams

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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