Petrie Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
131783
Registered since
November 3, 2004
Website
petrie.com

Firm profile

FINTRX

Overview

Petrie Partners Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm shows an SEC registration date of 2004 and lists ownership as a mix of a domestic entity and individuals. Public data do not describe any advisory or asset-management lines of business; the firm is not identified as a capital allocator and does not register as a multistate investment adviser. It is also recorded as not being an active ESG investor, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Bock

    Michael Bock

    Co-Founder and CFOCRD 2454381

  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

Contacts

3 of 11
  • Jon Silverman

    Jon Silverman

    AssociateCRD 5747496

  • Austin Hughes

    Austin Hughes

    DirectorCRD 6660745

  • Jon Hughes

    Jon Hughes

    PrincipalCRD 2152626

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
600 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth