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. FINTRX lists the firm as individually owned and classifies it as "Unclassified" in its snapshot data. The firm's regulatory profile indicates it does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. FINTRX also marks Port Securities, Inc. as not newly formed, not a pension consultant, and not a related adviser.

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth