Port Securities, Inc.
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 43936
- Registered since
- June 3, 1998
Firm profile
FINTRXOverview
Port Securities, Inc. is organized as a corporation and has been registered with the SEC since 1998. The firm is privately owned by an individual and is listed with an "Unclassified" firm type in the available dataset. Public records for this entity provide only a limited set of administrative attributes rather than a detailed description of its advisory model, client segments, or fee schedules. Available fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, or as a related adviser to another firm. Those registry-level flags suggest a modest regulatory footprint and limited public-facing activity, but they do not provide granular information on how the firm sources or manages client assets.
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 1Richard Lemmon
President, CFOCRD 1874827
Contacts
3 of 5Judith Rufner
Registered RepresentativeCRD 832830
Gerard Hayden
Registered RepresentativeCRD 1174984
George Abrahamsen
Registered RepresentativeCRD 1585427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2717 W Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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