Hedgeserv Investment Services LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
154725
Registered since
April 19, 2011

Firm profile

FINTRX

Overview

Hedgeserv Investment Services LLC is a limited liability company that registered with the SEC in 2011. The firm is owned by a combination of a domestic entity and an individual and is listed in the source material as an "unclassified" adviser. The snapshot indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied detail about its client base, fee schedules, business lines, or day-to-day advisory activities. The available record also shows no reported client counts or assets under management, which may indicate limited or inactive advisory operations or simply reflect a lack of disclosure in the source. The profile lists two office locations, but specific addresses or markets are not provided.

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

Contacts

3 of 3
  • Michael Mannella

    Michael Mannella

    Senior Managing DirectorCRD 6630010

  • Eugene Mannella

    Eugene Mannella

    Vice ChairmanCRD 1087172

  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8081 Arco Corporate Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth