STOCKPILE INVESTMENTS, INC.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 156170
- Registered since
- December 12, 2012
- Website
- www.stockpile.com
Firm profile
FINTRXOverview
Stockpile Investments, Inc. is organized as a corporation and was registered with the SEC in 2012. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified in the dataset as "Unclassified" and is not identified as a capital allocator. The profile flags several negative attributes on record: it is not listed as an active ESG investor, it is not a multi-state adviser, and it is not identified as a pension consultant or a related adviser. The dataset does not include descriptions of the firm's advisory activities, fee schedule, client segments, or investment focus.
Assets & Accounts
Location & Offices
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 1MICHAEL DURETTE
Chief Revenue OfficerCRD 4935253
Contacts
3 of 3George Moran
Trade Desk ManagerCRD 5514681
JEFFREY PRESS
ComplianceCRD 2269745
KARYN WHITE
PrincipalCRD 1628494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 679 Toland Pl
- Time zone
- PT (UTC-8)
- Office locations
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