Natalliance Securities, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
39455
Registered since
March 6, 1997

Firm profile

FINTRX

Overview

Natalliance Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm is SEC-registered since 1997 and is owned by domestic entities and individuals. According to the FINTRX snapshot, Natalliance does not act as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. The profile does not provide details on client segments, fee arrangements, or specific advisory or business activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Fred Bush

    Fred Bush

    Chief Financial OfficerCRD 3075024

  • Jay Thomas

    Chief Operating OfficerCRD 2512644

  • Mark Salter

    Mark Salter

    Chief Executive Officer, Chairman of the BoardCRD 1180139

Contacts

3 of 46
  • Colleen Murphy

    Vice President, Equity TradingCRD 1273958

  • Samuel Loerch

    Samuel Loerch

    Co-Head of SalesCRD 1195328

  • George Hendrickson

    Co-Head of SalesCRD 2382347

Unlock 43 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
3101 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth