Homestead Financial Services Corp.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Arlington, Virginia
CRD number
26643
Registered since
August 24, 1990

Firm profile

FINTRX

Overview

Homestead Financial Services Corp. is a corporation that has been SEC-registered since 1990. FINTRX characterizes the ownership as a domestic entity with individual ownership and lists the firm's classification as unclassified. The available records indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It also does not present itself as a multi-state adviser or a pension consultant. The firm has not provided details on its advisory services, client segments, fee schedules, or specific business activities in the source material, so its target client types and service model cannot be determined from the provided data.

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 3
  • Danielle Sieverling

    Danielle Sieverling

    Chief Compliance OfficerCRD 4918493

  • Mark Santero

    Mark Santero

    President, CEOCRD 1148011

  • Jennifer Webster

    Chief Operating OfficerCRD 1438190

Contacts

3 of 19
  • Amy Di Mauro

    Amy Di Mauro

    Financial Operations PrincipalCRD 4731228

  • Cedrian Cross-smith

    Advertising Compliance AnalystCRD 2865564

  • Monica Ollivierre

    Monica Ollivierre

    ManagerCRD 4036059

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
4301 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth