Netshares Financial Services LLC
Firm details
- Headquarters
- Katy, Texas
- CRD number
- 307532
- Registered since
- January 6, 2021
Firm profile
FINTRXOverview
Netshares Financial Services LLC is organized as a limited liability company and registered with the SEC in 2021. Filings classify the firm as unclassified and indicate an ownership mix that includes a domestic entity and an individual. Public disclosures flag that the firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Available source material provides little detail about the firm's client focus, fee schedules, specific advisory activities, or investment process. There are no summary statements in the dataset about product lineup, target clientele, or stated investment preferences.
Assets & Accounts
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
1 of 1
Jason Strickland
Chief Compliance OfficerCRD 5013990
Contacts
2 of 2Hasnain Naveed
FinOpCRD 7004810

David Lee
FounderCRD 2605960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Katy, TX
Harris
Location
Katy, TX
Headquartered in Katy, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 22114 Blacksburg Ct
- Time zone
- CT (UTC-6)
- Office locations
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