DOO Financial US, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
24409
Registered since
September 8, 1989

Firm profile

FINTRX

Overview

DOO Financial US, Inc. is a U.S.-based corporate adviser that registered with the SEC in 1989. FINTRX classifies the firm as "Unclassified" and lists ownership as a domestic entity with individual ownership involvement. The record indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. The dataset lists several operational attributes as negative: the firm is not flagged as a multistate adviser, not newly formed, not a pension consultant, and has no related adviser relationship recorded. No additional details about advisory activities, client segments, fee structures, or business lines were provided in the source data.

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

Contacts

3 of 4
  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Richard Mccain

    Richard Mccain

    Financial Operations PrincipalCRD 4062238

  • Charles Yancey

    Charles Yancey

    Financial ProfessionalCRD 1173660

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
5049 Edwards Ranch Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth