Natalliance Securities, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 39455
- Registered since
- March 6, 1997
- Website
- www.natalliance.com
Firm profile
FINTRXOverview
Natalliance Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1997. The firm is classified in the snapshot as an investment bank and is owned by a combination of a domestic entity and an individual. The publicly available profile flags several structural attributes: it does not act as a capital allocator, it is not identified as an active ESG investor, and it is not registered as a multi-state adviser or as a pension consultant. There is limited detail on the firm's client mix, fee arrangements, or day-to-day advisory activities in the snapshot. The available descriptors focus on legal form and regulatory status rather than a documented investment philosophy or product lineup.
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
3 of 3
Fred Bush
Chief Financial OfficerCRD 3075024
Jay Thomas
Chief Operating OfficerCRD 2512644

Mark Salter
Chief Executive Officer, Chairman of the BoardCRD 1180139
Contacts
3 of 46Colleen Murphy
Vice President, Equity TradingCRD 1273958

Samuel Loerch
Co-Head of SalesCRD 1195328
George Hendrickson
Co-Head of SalesCRD 2382347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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