SURGE CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
St George, Utah
CRD number
328397

Firm profile

FINTRX

Overview

Surge Capital LLC operates as a limited liability company focused on investment management. The firm has a specific interest in real estate investments, managing a real estate fund that constitutes a significant portion of its activities. While the firm does not classify itself under traditional categories such as capital allocator or pension consultant, it engages in advisory activities that align with its investment strategy. Surge Capital LLC does not actively pursue ESG investing, indicating a more conventional investment approach.

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

Owners & executives

1 of 1
  • Paul Poteet

    CEOCRD 7844189

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St George, UT

WASHINGTON

Location

St George, UT

Headquartered in St George, UT, in the West of the United States.

Region
West
County
WASHINGTON
Address
94 S Mall Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth