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. The firm is listed as owned by a domestic entity/individual and is classified in the source data as "Unclassified." The record indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. Public filings and the provided snapshot contain very limited detail on the firm's operating model. There are no disclosed descriptions of advisory services, fee schedules, target client segments, or investment process in the available data.

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

Owners & executives

1 of 1
  • RICHARD ONESTO

    CFO/FINOPCRD 2453096

Contacts

3 of 4
  • BRIAN SWEENEY

    CCO, PrincipalCRD 4174087

  • JOSEPH LEE

    PrincipalCRD 4495616

  • JOSEPH JYH-CHUNG LEE

    CRD 6712135

Unlock 1 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth