3pe Advisors

Broker-DealerFINRA Member
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 FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm has provided minimal public detail about its business lines; FINTRX does not list specific advisory activities, fee structure, client types, or other operational descriptions. FINTRX flags indicate 3pe Advisors is not a capital allocator, is not an active ESG investor, and is not set up as a multi-state adviser. It is not identified as a newly formed adviser, a pension consultant, or a related adviser to another registered firm.

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
  • Thomas Mcclintock

    Thomas Mcclintock

    Managing DirectorCRD 2428291

  • Michael Taylor

    Michael Taylor

    Managing DirectorCRD 4131002

  • James Latimer

    James Latimer

    PartnerCRD 4462115

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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