SRN ADVISORS, LLC
Firm details
- Headquarters
- HUNTINGDON VALLEY, Pennsylvania
- CRD number
- 307155
- Registered since
- March 5, 2020
- Website
- www.srnadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
SRN Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2020. The firm serves institutional clients and is paid on a percentage-of-assets basis. Its primary advisory activity reported is portfolio management for investment companies. According to the profile, SRN Advisors is not a multi-state adviser, does not position itself as an ESG investor, and does not act as a pension consultant or capital allocator. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SCOTT FREEZE
Founder & CEOCRD 2518935
Contacts
2 of 2KEVIN FERGUSON
MemberCRD 7224489
MICHAEL BLASZCZYK
Registered RepresentativeCRD 5736832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNTINGDON VALLEY, PA
MONTGOMERY
Location
HUNTINGDON VALLEY, PA
Headquartered in HUNTINGDON VALLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 2600 Philmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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