Brex Treasury LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
299606
Registered since
August 16, 2019

Firm profile

FINTRX

Overview

Brex Treasury LLC is a limited liability company that registered with the SEC in 2019. Publicly available descriptors classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator, is not active on ESG mandates, and does not operate as a multistate adviser. It is also not identified as a pension consultant or a related adviser to another registered manager. There is little public disclosure about the firm’s advisory activities, fee arrangements, client segments, or day-to-day business lines. No information about personnel, investment strategies, or manager allocation preferences was provided.

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

2 of 2
  • Erik Zhou

    Chief Accounting OfficerCRD 5166236

  • Benjamin Gammell

    Benjamin Gammell

    Chief Financial OfficerCRD 7044900

Contacts

3 of 35
  • Chelsea Fleggas

    Chelsea Fleggas

    Solutions ArchitectCRD 7050304

  • Joel Minnich

    Joel Minnich

    Team LeadCRD 6521616

  • Jason Brown

    Jason Brown

    Compliance OfficerCRD 2794246

Unlock 32 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth