Pre-Ipo Street Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Smithtown, New York
CRD number
173426
Registered since
September 14, 2015

Firm profile

FINTRX

Overview

Pre-Ipo Street Inc. is a corporation set up as a domestic entity with individual ownership. Public filings list the firm as unclassified and provide minimal detail about its business model or investment approach. The available information indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm has not disclosed its client segments, fee schedule, specific advisory services, or core investment strategies in the material provided.

Assets & Accounts

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Smithtown, NY

Suffolk

Location

Smithtown, NY

Headquartered in Smithtown, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
732 Smithtown Byp
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth