SOCIALLY FINANCED MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHATHAM, New Jersey
CRD number
313196

Firm profile

FINTRX

Overview

Socially Financed Management is organized as a limited liability company with individual ownership. The firm appears to operate primarily as a sponsor and general partner, serving as the managing member for pooled investment vehicles. It is not positioned as a multi‑state adviser, does not identify as an active ESG investor, and is not described as a capital allocator, pension consultant, or related adviser. Public registration details are minimal; the firm's SEC registration year is not listed and its regulatory classification is shown as unclassified.

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

Owners & executives

2 of 2
  • Aaron LaRue

    CTOCRD 7342866

  • Stephen Sikes

    COOCRD 6912545

Contacts

1 of 1
  • Albert Cheng

    Managing MemberCRD 7235031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHATHAM, NJ

MORRIS

Location

CHATHAM, NJ

Headquartered in CHATHAM, NJ, 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
MORRIS
Address
20 N Summit Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth