Axcelus Financial Distribution Company

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
38383
Registered since
January 18, 1996

Firm profile

FINTRX

Overview

Axcelus Financial Distribution Company is organized as a corporation and has been SEC-registered since 1996. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Regulatory classifications in the available record are limited—the firm is listed as "Unclassified" and is not described as a capital allocator or a related adviser. The firm does not identify itself as an active ESG investor, is not labeled a multi-state adviser, and is not reported as a pension consultant or a newly formed adviser. Public disclosures provided to this source contain minimal detail about business lines, client segments, fee arrangements, or advisory activities.

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

Contacts

3 of 19
  • Kristen Shou

    Registered RepresentativeCRD 8019947

  • Thomas Boczar

    Thomas Boczar

    Senior Managing Director, Strategic InitiativesCRD 2148091

  • Brian Mcgrath

    Brian Mcgrath

    Managing DirectorCRD 5292615

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
130 N 18th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth