Efcg Transaction Services LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 333770
- Registered since
- June 27, 2025
Firm profile
FINTRXOverview
Efcg Transaction Services LLC is a limited liability company that is classified as an investment bank and is listed as SEC-registered in 2025. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. FINTRX indicates it does not operate as a multi-state adviser, is not a pension consultant, and is not recorded as a related adviser. The dataset does not include descriptions of the firm’s advisory activities, fee schedule, or client segments.
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
1 of 1
Matthew Hoffman
Chief Compliance OfficerCRD 1144872
Contacts
3 of 8
Trevor Casey
DirectorCRD 5421408

Jessica Barclay
Managing PartnerCRD 5372543

Steven Thornton
PresidentCRD 4496384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 4915 W 31st Ave
- Time zone
- MT (UTC-7)
- Office locations
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