SOCORRO VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOCORRO, New Mexico
CRD number
325149

Firm profile

FINTRX

Overview

Socorro Ventures operates as a corporation and is involved in various financial activities, primarily focusing on the sale of financial products. The firm does not classify itself under any specific advisory activities and is not recognized as a capital allocator. It engages in sponsorship and management roles within pooled investment vehicles, indicating a commitment to collective investment strategies. While the firm does not actively pursue ESG investments, it remains adaptable in its investment preferences and manager allocations.

Assets & Accounts

Public Holdings

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

3 of 4
  • Peter Anselmo

    Board MemberCRD 7725593

  • Warren Ostergren

    Board MemberCRD 7725597

  • Kilburn Darlene

    Fund AdministratorCRD 7725612

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOCORRO, NM

SOCORRO

Location

SOCORRO, NM

Headquartered in SOCORRO, NM, in the West of the United States.

Region
West
County
SOCORRO
Address
1019B N California St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth