INTERNET SECURITIES
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 102800
- Website
- www.internetsec.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Internet Securities operates as a corporation controlled by an individual owner and functions primarily as a registered representative of a broker-dealer while also offering advisory portfolio management services. The firm provides discretionary or non-discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. Its fee arrangements include a percentage-of-AUM model, performance-based fees and other fee structures, indicating flexibility in how it charges for advisory work and potential alignment with outcome-based compensation on certain mandates. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. It is not identified as a pension consultant or a related adviser to other entities. Given the dual broker-dealer/IA activity, Internet Securities appears geared to combine brokerage distribution with advisory portfolio construction rather than acting as a dedicated capital allocator or standalone asset manager.
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
1 of 1MICHAEL BEARDSLEY
Founder & CEOCRD 2546470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAKLAND, CA
ALAMEDA
Location
OAKLAND, CA
Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 300 Frank H Ogawa Plz
- Time zone
- PT (UTC-8)
- Office locations
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