SUSQUEHANNA FINANCIAL GROUP, LLLP

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
223
Avg account
$0

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
35865
Registered since
July 15, 1994
Website
sig.com

Firm profile

FINTRX

Overview

Susquehanna Financial Group, Lllp is organized as a nonstandard legal entity and has been SEC-registered since 1994. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The snapshot indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser in the provided data.

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

2 of 2
  • NICHOLAS WOOD

    Co-Head & CIOCRD 2626078

  • JOSEPH SELLITTO

    Chief Executive OfficerCRD 1408978

Contacts

3 of 221
  • CLAIRE CHARLTON

    Sales and Trading AnalystCRD 8154815

  • Shameer Punillath

    Software DeveloperCRD 8034593

  • Cole Dirnbeck

    Operations AnalystCRD 8102779

Unlock 218 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)BlackRockPassiveLatin America Stock$9.2M410,656100.00%

Location

Primary office

BALA CYNWYD, PA

MONTGOMERY

Location

BALA CYNWYD, PA

Headquartered in BALA CYNWYD, 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
401 E City Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth