Altaccess Securities Company, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
7
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 recorded by FINTRX as a placement agent rather than as an asset manager. The firm has been SEC-registered since 2002. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as not being a capital allocator and not operating as a multi-state adviser; it is also flagged as not actively pursuing ESG investing, not serving as a pension consultant, and not identified as a related or newly formed adviser. The combination of placement-agent classification and the various negative flags implies the firm's primary role is intermediary distribution and deal placement rather than providing discretionary wealth- or asset-management services to a retail or institutional client base.

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 6
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Robert Garza

    Compliance PrincipalCRD 2647459

  • Melinda Leishman

    Melinda Leishman

    OperationsCRD 4680007

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth