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 source data as an investment bank. Ownership is listed as a domestic entity and individual, and the firm is not identified as a capital allocator. The firm is not marked as an active ESG investor, is not designated a multi-state adviser, and is not described as a pension consultant or a related adviser. Public-facing information from the source is sparse: no specific descriptions of client segments, fee schedules, advisory activities, or day-to-day business lines were provided. Given its classification as an investment bank rather than a traditional wealth manager or asset allocator, the firm’s primary focus is likely on investment banking–type services, but the record does not detail product offerings, target clients, or distribution channels.

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

    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