Profunds Distributors, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
19541
Registered since
May 14, 1987

Firm profile

FINTRX

Overview

Profunds Distributors, Inc. is registered as a corporate entity with the SEC since 1987. In the available dataset the firm is listed as “unclassified” and its ownership is described as a domestic entity/individual. Flags in the profile indicate it is not a capital allocator, is not identified as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant or related adviser. The source data does not detail the firm’s advisory activities, fee model, or client segments.

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

Contacts

3 of 45
  • Michael Warren

    Michael Warren

    Senior ManagerCRD 2889993

  • Nicholas Delios

    Nicholas Delios

    Regional Vice PresidentCRD 6527337

  • Matthew Murray

    Matthew Murray

    Product Marketing SpecialistCRD 7959405

Unlock 42 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7272 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth