Honey Badger Investment Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
285387
Registered since
April 11, 2017

Firm profile

FINTRX

Overview

Honey Badger Investment Securities, LLC is organized as a limited liability company and has been SEC-registered since 2017. The ownership is recorded as a domestic entity and individual mix. The firm's regulatory profile is listed as unclassified; it is not identified as a capital allocator, and it does not self-report as an active ESG investor. The company is not marked as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

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

Contacts

3 of 5
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Joseph Lee

    PrincipalCRD 4495616

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
30 Corporate Park
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth