PROFINANCIAL, INC.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15345
Registered since
July 24, 1984

Firm profile

FINTRX

Overview

Profinancial, Inc. is organized as a corporation and has been SEC-registered since 1984. FINTRX lists ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified within its taxonomy. The database indicates several negative flags rather than core strategy details: Profinancial is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not flagged as a related adviser. FINTRX does not provide descriptive detail on the firm’s advisory activities, fee schedule, client types, or investment focus.

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

3 of 4
  • AARON KAPLAN

    Co-CEOCRD 5326130

  • Kenneth Kitchin

    Chief Compliance OfficerCRD 6748676

  • Benjamin Kaplan

    Co-CEOCRD 6993516

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Contacts

3 of 4
  • JOHN TORNATORE

    Head of Business DevelopmentCRD 4364875

  • Jarred Beckerman

    Principal Financial OfficerCRD 6683745

  • Katherine Leaton-Hynes

    BookkeeperCRD 6798392

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
29 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth