3PE ADVISORS

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
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 registered with the SEC since 2019. The firm is classified in the source data as an investment bank and is identified as being owned by a domestic entity and/or an individual. Available disclosures indicate it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser or pension consultant. The firm has provided very limited public detail about its business activities, client types, or advisory services.

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 6
  • THOMAS MCCLINTOCK

    AdvisorCRD 2428291

  • Michele Martin

    Registered RepresentativeCRD 8122201

  • JAMES LATIMER

    PartnerCRD 4462115

Unlock 3 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth