Pre-Ipo Street Inc.
Firm details
- Headquarters
- Smithtown, New York
- CRD number
- 173426
- Registered since
- September 14, 2015
- Website
- www.bagbywealth.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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