PROFINANCIAL, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 15345
- Registered since
- July 24, 1984
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4AARON KAPLAN
Co-CEOCRD 5326130
Kenneth Kitchin
Chief Compliance OfficerCRD 6748676
Benjamin Kaplan
Co-CEOCRD 6993516
Contacts
3 of 4JOHN TORNATORE
Head of Business DevelopmentCRD 4364875
Jarred Beckerman
Principal Financial OfficerCRD 6683745
Katherine Leaton-Hynes
BookkeeperCRD 6798392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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