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 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
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 35
Chelsea Fleggas
Solutions ArchitectCRD 7050304

Joel Minnich
Team LeadCRD 6521616

Jason Brown
Compliance OfficerCRD 2794246
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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