MIDDLEMARCH SECURITIES LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
283508
Registered since
March 27, 2017

Firm profile

FINTRX

Overview

Middlemarch Securities LLC is organized as a limited liability company and appears in SEC records as having registered in 2017. FINTRX lists the firm's ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. Available data on the firm's business model is sparse: the snapshot does not specify its client segments, fee schedules, or the scope of advisory services it provides. The dataset flags several negative attributes rather than active service lines: Middlemarch Securities is not identified as a capital allocator, is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Because FINTRX contains limited descriptive detail about operations or investment approach, further diligence directly with the firm would be required to understand its positioning and offerings.

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
  • PAUL INOUYE

    Founder and CEOCRD 1944879

Contacts

3 of 5
  • ALEXANDER GRUTMAN

    PartnerCRD 4646171

  • TORJUS BERGE

    Registered RepresentativeCRD 4001683

  • DEMETRIS PAPADEMETRIOU

    PartnerCRD 5491585

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
700 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth