Proof Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306369
Registered since
July 20, 2020

Firm profile

FINTRX

Overview

Proof Services LLC is organized as a limited liability company with ownership described as a domestic entity and individual. The firm is classified as "unclassified" in the available records and has not been identified as a capital allocator or a provider of pension consulting. It does not list itself as an active ESG investor, and it is not marked as a multistate adviser or a related adviser. The firm has not supplied details about its advisory activities, client segments, fee schedules, or day-to-day business operations.

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

FINTRX

Contacts

FINTRX

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
25 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth