Voleon Securities
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 332480
- Registered since
- February 4, 2025
- Website
- voleon.com
Firm profile
FINTRXOverview
Voleon Securities is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Publicly available snapshot data classifies the firm as unclassified and indicates it does not operate as a multi-state adviser or as a newly formed adviser. The record also notes the firm does not serve as a capital allocator and is not flagged as a pension consultant or related adviser. The firm provides very limited public detail about its advisory activities, client base, fee arrangements or investment strategies; those fields are blank in the source record.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Christopher Meyers
Financial and Operations PrincipalCRD 6122487
Simon Spenser
Securities TraderCRD 2513928

Yulia Kalk
Outsourced CCOCRD 2612028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1919 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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