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 a limited liability company that registered with the SEC in 2017. Ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as Unclassified, and the record indicates the firm does not act as a capital allocator. The profile also shows Honey Badger Investment Securities, LLC does not identify as an active ESG investor, is not registered as a multi-state adviser, is not listed as newly formed, and is not designated as a pension consultant or related adviser. The source provides minimal detail about the firm’s advisory or business activities, fee schedule, or client segments, so the public profile is limited to registration, ownership type, and several adviser-role flags.

Assets & Accounts

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