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 organized as a limited liability company and has been registered with the SEC since 2008. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser, and ownership is listed as a combination of a domestic entity and an individual. Available records indicate the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It also is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not include standard disclosure about client types, fee schedules, specific advisory services, or business activities that would clarify how the firm sources mandates or structures client relationships.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Fennebresque

    FounderCRD 4248387

  • Jeffrey Barber

    Jeffrey Barber

    Managing DirectorCRD 5733511

  • Herbert Fritz

    Herbert Fritz

    Managing DirectorCRD 6075717

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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