Honey Badger Investment Securities, LLC

Broker-DealerFINRA Member
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 with ownership attributed to both a domestic entity and an individual. The dataset classifies the firm as unclassified and provides minimal detail about its business lines; no specific advisory or brokerage activities are described. The firm is not identified as a capital allocator, does not list itself as an active ESG investor, and does not present as a multi-state or newly formed adviser. It also does not identify pension consulting or related-adviser roles.

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
  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • 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