Efcg Transaction Services LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
333770
Registered since
June 27, 2025

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Matthew Hoffman

    Matthew Hoffman

    Chief Compliance OfficerCRD 1144872

Contacts

3 of 8
  • Trevor Casey

    Trevor Casey

    DirectorCRD 5421408

  • Jessica Barclay

    Jessica Barclay

    Managing PartnerCRD 5372543

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth