Altaccess Securities Company, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
119441
Registered since
October 8, 2002

Firm profile

FINTRX

Overview

Altaccess Securities Company, L.P. is organized as a partnership and is registered with the SEC (initial registration in 2002). The firm is classified as a placement agent rather than a capital allocator or traditional investment adviser. Ownership is described as a mix of a domestic entity and an individual. FINTRX notes that the firm does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related or newly formed adviser.

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

1 of 1
  • Henry Talbot

    President, Chief Compliance OfficerCRD 6004463

Contacts

3 of 5
  • Casey Brunner

    Casey Brunner

    Managing DirectorCRD 3268173

  • Louise Jones

    Louise Jones

    Managing DirectorCRD 1254936

  • Shileen Weber

    Shileen Weber

    VP, MarketingCRD 2679499

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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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
325 N Saint Paul St
Time zone
CT (UTC-6)
Office locations

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