Port Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
43936
Registered since
June 3, 1998

Firm profile

FINTRX

Overview

Port Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. Ownership is listed as individual-held and the firm is classified as unclassified in the provided data. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not reported to be a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide descriptive details about its advisory activities, fee structure, client segments, or broader business operations in the source record.

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
  • Richard Lemmon

    President, CFOCRD 1874827

Contacts

3 of 5
  • George Abrahamsen

    Registered RepresentativeCRD 1585427

  • Judith Rufner

    Registered RepresentativeCRD 832830

  • Scott Hostert

    Scott Hostert

    Registered RepresentativeCRD 5076008

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth