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. Public filings classify the firm as unclassified and indicate ownership by a domestic entity and an individual. Available records show the firm does not present itself as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has provided minimal detail about its advisory activities, investment approach, client types, or fee structure.
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 1JASON STRICKLAND
Deputy 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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