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 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
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 19
Amy Di Mauro
Financial Operations PrincipalCRD 4731228
Cedrian Cross-smith
Advertising Compliance AnalystCRD 2865564

Monica Ollivierre
ManagerCRD 4036059
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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