Homestead Financial Services Corp.
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 26643
- Registered since
- August 24, 1990
- Website
- www.homesteadfunds.com
Firm profile
FINTRXOverview
Homestead Financial Services Corp. is organized as a corporation with domestic and individual ownership. FINTRX classifies the firm as unclassified and records that it does not function as a capital allocator. The profile indicates the firm is not positioned as an ESG investor and is not identified as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity. The firm has not provided descriptive information about its advisory activities, business lines, or affiliations to the database, so there is no publicly listed detail on client segments, fee models, or investment approach.
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
3 of 3
Danielle Sieverling
Chief Compliance OfficerCRD 4918493

Mark Santero
President, CEOCRD 1148011
Jennifer Webster
Chief Operating OfficerCRD 1438190
Contacts
3 of 21
Megan Fontem
Registered PrincipalCRD 5854868

Jung Seh
Financial AdvisorCRD 5360108
Brian Allen
ManagerCRD 4493122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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