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 organized as a limited liability company and identifies itself as an investment bank. The firm lists a domestic entity/individual ownership structure and shows an SEC registration year of 2025. According to the source, it does not operate as a capital allocator and does not characterize itself as an active ESG investor. The firm also does not present itself as a multi-state adviser, a pension consultant, or a related adviser.
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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