LFT Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
290210
Registered since
July 25, 2018

Firm profile

FINTRX

Overview

LFT Securities, LLC is organized as a limited liability company and is SEC-registered as an investment adviser since 2018. The firm is owned by a combination of a domestic entity and an individual. In the FINTRX snapshot the firm is marked as "unclassified" and is not identified as a capital allocator, pension consultant, related adviser, or a newly formed adviser. The dataset also indicates LFT Securities does not pursue active ESG investing. The available profile contains limited operational detail about business activities or client focus. The combination of SEC registration with sparse public-facing disclosure suggests the entity may be maintaining a regulatory registration without broader advisory activity being reported in the FINTRX source.

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

3 of 3
  • Donald Pogan

    Donald Pogan

    Chief Product OfficerCRD 5611677

  • Robert Jenkins

    Robert Jenkins

    Chief Financial OfficerCRD 6030790

  • Timothy Bonacci

    Timothy Bonacci

    President, CEOCRD 4194271

Contacts

3 of 20
  • Ryan Hall

    Ryan Hall

    Global HeadCRD 6985023

  • Kyle Millard

    Kyle Millard

    Client Onboarding OfficerCRD 6768063

  • Sarah Williams

    Sarah Williams

    Customer Success ManagerCRD 7527342

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
425 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth