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 appears in regulatory records as an SEC-registered entity since 1996. Ownership is listed as a combination of a domestic entity and an individual. The firm is classed as unclassified in the provided data and is not identified as a capital allocator. Regulatory attributes in the snapshot indicate it is not flagged as an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • Kristen Shou

    Registered RepresentativeCRD 8019947

  • THOMAS BOCZAR

    Senior Managing Director, Strategic InitiativesCRD 2148091

  • BRIAN MCGRATH

    Managing DirectorCRD 5292615

Unlock 16 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1650 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth