Darcy Brix Investment Representative, Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Willoughby, Ohio
CRD number
166783
Fee structure
Other

Firm profile

FINTRX

Overview

Darcy Brix Investment Representative, Inc. is an independent registered investment adviser organized as a corporation and described in FINTRX as owner-operated. The firm reports a nonstandard fee structure and does not identify itself as a capital allocator. It is not active on ESG investing and is not classified as a multi-state adviser in the snapshot provided. Advisory activities and client segments were not disclosed in the available data.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • Martin Snyder

    Martin Snyder

    Chief Executive OfficerCRD 6123658

  • Michael Snyder

    Chief Information OfficerCRD 6192578

  • Gretchen Kubicek

    Gretchen Kubicek

    Chief Financial OfficerCRD 6192582

Contacts

1 of 1
  • William Kubicek

    William Kubicek

    Vice President of Sales & MarketingCRD 6123248

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Willoughby, OH

Lake

Location

Willoughby, OH

Headquartered in Willoughby, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Lake
Address
4420 Sherwin Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth