STOCKPILE INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
156170
Registered since
December 12, 2012

Firm profile

FINTRX

Overview

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

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

1 of 1
  • MICHAEL DURETTE

    Chief Revenue OfficerCRD 4935253

Contacts

3 of 3
  • George Moran

    Trade Desk ManagerCRD 5514681

  • JEFFREY PRESS

    ComplianceCRD 2269745

  • KARYN WHITE

    PrincipalCRD 1628494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth