Netshares Financial Services LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Katy, Texas
CRD number
307532
Registered since
January 6, 2021

Firm profile

FINTRX

Overview

Netshares Financial Services LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 2021. The ownership is recorded as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator, is not positioned as an active ESG investor, and is not identified as a pension consultant or related adviser. It is also not registered as a multi-state adviser. The available data do not describe advisory business lines, client segments, fee schedules, or specific investment mandates. No affiliations, industry activities, or manager allocation preferences are provided in the source material.

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
  • Jason Strickland

    Jason Strickland

    Deputy Chief Compliance OfficerCRD 5013990

Contacts

2 of 2
  • Hasnain Naveed

    FinOpCRD 7004810

  • David Lee

    David Lee

    FounderCRD 2605960

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth