INTERNET SECURITIES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
OAKLAND, California
CRD number
102800
Fee structure
Percentage of AUM, Performance Based Fees, Other
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

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
  • MICHAEL BEARDSLEY

    Founder & CEOCRD 2546470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth