Acalyx Advisors Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
12
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 a corporation that operates as a placement agent and has been SEC-registered since 2015. The firm’s ownership is listed as a mix of domestic entity and individual interests. As a placement agent it does not act as a capital allocator or asset manager; its role is to introduce or market investment managers or offerings to potential investors rather than to deploy or manage client capital. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joseph Mcdonald

    Joseph Mcdonald

    Chief Executive OfficerCRD 5329122

Contacts

3 of 11
  • Olivia Quinn

    Olivia Quinn

    AnalystCRD 8250425

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Christopher Yu

    Christopher Yu

    AssociateCRD 6665412

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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