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 a limited liability company that registered with the SEC in 2021. The firm is listed as being owned by a domestic entity and an individual and is categorized as unclassified in the available data. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. FINTRX provides no detail on the firm's target client segments, fee model, specific advisory activities, or investment process.
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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