Brex Treasury LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
39
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 organized as a limited liability company and appears in FINTRX as an SEC-registered advisory entity since 2019. The data classifies ownership as a mix of a domestic entity and an individual and lists the firm’s classification as unclassified. Available fields indicate Brex Treasury LLC does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. FINTRX does not provide detail on the firm’s client segments, fee arrangements, specific business activities, or the nature of its advisory services, so those elements are not reported in this profile.

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 37
  • Chelsea Fleggas

    Chelsea Fleggas

    Solutions ArchitectCRD 7050304

  • Joel Minnich

    Joel Minnich

    Team LeadCRD 6521616

  • Jason Brown

    Jason Brown

    Compliance OfficerCRD 2794246

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth