THE LOGAN GROUP SECURITIES

Broker-DealerFINRA MemberEst. 1996
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROSEVILLE, California
CRD number
40259
Registered since
April 25, 1996
Fee structure
Percentage of AUM, Hourly Charges

Firm profile

FINTRX

Overview

The Logan Group Securities operates as a sole proprietorship and has been registered with the SEC since 1996. The firm functions primarily as a broker-dealer and insurance broker, engaging in various business activities that allow it to serve a diverse client base. While it does not actively pursue ESG investments, it maintains a fee structure based on a percentage of assets under management and hourly charges. The firm does not classify itself as a capital allocator or pension consultant, and it does not have affiliations with multi-state advisory networks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • KEVIN LOGAN

    Broker OwnerCRD 2052765

  • Helene Postrel

    FinOpCRD 2240945

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

Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
2151 Professional Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth