Shasta Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
124358
Registered since
February 28, 2003

Firm profile

FINTRX

Overview

Shasta Partners, LLC is organized as a limited liability company with an individual owner. Publicly available snapshot information for the firm is sparse: key items such as business activities, advisory services, client base and fee structure are not disclosed in the source data. The firm is classified as "Unclassified" in the snapshot and the profile does not list any affiliations or detailed operational descriptions.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Gregory Burkus

    Gregory Burkus

    Founder & Managing PartnerCRD 1855041

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
100 Cambridge St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth