3pe Advisors

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
290234
Registered since
January 18, 2019

Firm profile

FINTRX

Overview

3pe Advisors is organized as a limited liability company and is classified in the snapshot data as an investment bank. The firm is SEC-registered (registration year 2019) and reported ownership that includes a domestic entity and an individual. The dataset indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.

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

Contacts

3 of 7
  • Bipula Aryal

    Bipula Aryal

    Stock BrokerCRD 7751606

  • Thomas Mcclintock

    Thomas Mcclintock

    Managing DirectorCRD 2428291

  • Michele Martin

    Michele Martin

    Registered RepresentativeCRD 8122201

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1910 Pacific Ave
Time zone
CT (UTC-6)
Office locations

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