XR Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
145357
Registered since
November 30, 2007

Firm profile

FINTRX

Overview

XR Securities LLC is a limited liability company that appears in SEC records dating to 2007. The firm is listed with an owner type described as a combination of a domestic entity and an individual. Public-facing classification is "unclassified," and the dataset does not identify XR Securities as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available profile does not include descriptions of the firm's advisory activities, business lines, or fee schedule.

Assets & Accounts

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

1 of 1
  • John Brosnan

    John Brosnan

    Chief Operating OfficerCRD 4477913

Contacts

3 of 26
  • Peter Lalewicz

    TraderCRD 6576919

  • James Durkin

    TraderCRD 5804750

  • Garrett Smith

    Garrett Smith

    TraderCRD 5968392

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$363K in ETFs

Passive

100%

$363K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK GOLD MINERS ETF (GDX)VanEckPassiveEquity Precious Metals$363K9,113100.00%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
550 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth