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 corporate investment adviser that registered with the SEC in 2015. Public records identify its owner type as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in available datasets, and the profile indicates it does not act as a capital allocator. The firm's reported attributes show it is not flagged as an active ESG investor, not designated a multi-state adviser, not a newly formed adviser, and not a pension consultant. It is also not listed as a related adviser to another firm. No fee schedule, client mix, advisory activities, or specific investment focus areas are provided in the supplied data.

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

Owners & executives

2 of 2
  • Joseph Mcdonald

    Joseph Mcdonald

    Chief Executive OfficerCRD 5329122

  • Jennifer Rinehart

    Jennifer Rinehart

    Partner, CEOCRD 3265973

Contacts

3 of 10
  • Olivia Quinn

    Olivia Quinn

    AnalystCRD 8250425

  • Michele Silvestro

    Michele Silvestro

    CRD 6960939

  • Christopher Yu

    Christopher Yu

    AssociateCRD 6665412

Unlock 7 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth