Apex Fintech Brokerage Services

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
305818
Registered since
December 11, 2020

Firm profile

FINTRX

Overview

Apex Fintech Brokerage Services is organized as a limited liability company and is SEC-registered as of 2020. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The profile provides limited operational detail; there are no disclosed advisory or business activity descriptions, and the firm is not listed as a related adviser. FINTRX flags indicate Apex Fintech Brokerage Services does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not a multi-state adviser. The record also shows the firm is not newly formed.

Assets & Accounts

Investments & Alternatives

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
  • Michael Oxley

    Michael Oxley

    Chief Compliance OfficerCRD 4768393

Contacts

3 of 4
  • Kevin Finnegan

    Kevin Finnegan

    Regulatory Reporting ManagerCRD 6778881

  • Matthew Hulsizer

    Matthew Hulsizer

    Co-Founder & Managing PartnerCRD 2311367

  • Jennifer Just

    Jennifer Just

    Co-Founder & Managing PartnerCRD 2261444

Unlock 1 more contacts

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
350 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