Brex Treasury LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 299606
- Registered since
- August 16, 2019
- Website
- www.brex.com
Firm profile
FINTRXOverview
Brex Treasury LLC is registered as a limited liability company and appears on the SEC registration roll with a 2019 registration year. The filing records the owner type as both a domestic entity and an individual and lists the firm's regulatory classification as "Unclassified." The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not recorded as a multi-state adviser, and several standard advisory descriptors (pension consultant, related adviser) are marked negative.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Erik Zhou
Chief Accounting OfficerCRD 5166236
Benjamin Gammell
Chief Financial OfficerCRD 7044900
Contacts
3 of 34
Owen Hopkins
Private Banking SpecialistCRD 7549238
Adam Gagnon
Customer Success ManagerCRD 7195163

Alexia Kyriakoulis
AnalystCRD 7260944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 650 S 500 W
- Time zone
- MT (UTC-7)
- Office locations
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