Susquehanna Investment Group

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
69
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
33875
Registered since
March 23, 1987
Website
www.sig.com

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and has been SEC-registered since 1987. Publicly available profile details are limited: ownership is listed as a combination of a domestic entity and individual owners, and the firm’s formal classification is not specified in the source data. The firm is not identified as a capital allocator and is flagged as not being an active ESG investor. The data does not include typical retail RIA disclosures such as client mix, fee structure, or advisory activities.

Public Holdings

Investments & Alternatives

Location & Offices

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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

  • Vincent Hegarty

    Chief Compliance OfficerCRD 1564639

Contacts

3 of 68
  • Faith Clayton

    Faith Clayton

    Software EngineerCRD 7710416

  • Maanav Singh

    Maanav Singh

    Quantitative DeveloperCRD 8060750

  • Braden Lenz

    Braden Lenz

    Software EngineerCRD 8170750

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 2,880

Active vs passive

$36.1B in ETFs

Passive

90%

$32.5B

Active

6%

$3.6B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$10.9B14,608,57930.26%
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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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