Hewlett Point Securities, LLC
Firm details
- Headquarters
- Holiday, Florida
- CRD number
- 304127
- Registered since
- October 28, 2021
- Website
- hewlettpointsecurities.com
Firm profile
FINTRXOverview
Hewlett Point Securities, LLC is organized as a limited liability company and shows an SEC adviser registration dating to 2021. The firm is listed with an owner structure that includes a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and identifies it as not acting as a capital allocator and not participating as an active ESG investor. The FINTRX record provides minimal public detail about the firm's advisory business model, fee schedules, target client segments, or specific investment strategies. It is also marked as not a multi-state adviser and not a pension consultant, and there is no linkage shown to related adviser entities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Alan Roggen
Co-Founder and CEOCRD 5287016
Robert Raynor
Co-Founder and COOCRD 6839708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Holiday, FL
Pasco
Location
Holiday, FL
Headquartered in Holiday, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 3932 Baden Dr
- Time zone
- ET (UTC-5)
- Office locations
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