Wood Warren & Co Securities, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 136526
- Registered since
- November 22, 2005
- Website
- www.woodwarren.com
Firm profile
FINTRXOverview
Wood Warren & Co Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2005. Ownership is documented as a combination of a domestic entity and an individual. The FINTRX snapshot indicates the firm does not serve as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. FINTRX does not provide detail on the firm's advisory offerings, fee schedule, target clients, or specific business lines.
Assets & Accounts
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 10
Donald Shimer
AdvisorCRD 1140031

Helene Postrel
FinOpCRD 2240945

Brian Kerester
PartnerCRD 4729668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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