FENNEBRESQUE & CO., LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
146857
Registered since
June 19, 2008

Firm profile

FINTRX

Overview

Fennebresque & Co, LLC is a limited liability company that has been SEC-registered since 2008 and is classified in the dataset as an investment bank rather than a traditional asset-gathering registered investment adviser. Ownership is listed as a domestic entity / individual. The firm's FINTRX profile contains only high-level administrative flags: it is not identified as an active ESG investor, is not recorded as a multi-state adviser, and is not flagged as a pension consultant, newly formed adviser, capital allocator, or related adviser. The available record does not include descriptions of client segments, fee schedules, specific advisory activities, or business lines. That limited disclosure makes it difficult to determine whether the firm primarily conducts investment-banking work, provides private-client advisory services, or operates in another capacity within financial services.

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
  • HERBERT FRITZ

    Managing DirectorCRD 6075717

  • JOHN FENNEBRESQUE

    FounderCRD 4248387

  • MARK SPIZER

    Managing DirectorCRD 6207812

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
2025 Cassamia Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth