ACALYX ADVISORS INC.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
174667
Registered since
June 29, 2015
Website
acalyx.com

Firm profile

FINTRX

Overview

Acalyx Advisors Inc. is organized as a corporation and has been registered with the SEC since 2015. The FINTRX entry lists ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified" rather than assigning it to a standard advisory subtype. The firm's FINTRX profile provides minimal operational detail. It does not identify itself as a capital allocator, an active ESG investor, a pension consultant, or a related adviser, and it is marked as not newly formed. Key items such as client types, fee structure, specific advisory or business activities, and investment preferences are not disclosed in the available record.

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

2 of 2
  • JENNIFER RINEHART

    Partner, CEOCRD 3265973

  • JOSEPH MCDONALD

    Chief Executive OfficerCRD 5329122

Contacts

3 of 9
  • Michele Silvestro

    FinOpCRD 6960939

  • CHRISTOPHER YU

    AssociateCRD 6665412

  • Maia Profili

    AssociateCRD 7558826

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
4201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth