Fidx Markets LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
322769
Registered since
July 20, 2023
Website
fidx.io

Firm profile

FINTRX

Overview

Fidx Markets LLC is organized as a limited liability company and shows an SEC registration date of 2023. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in the source as "Unclassified." The snapshot flags the adviser as not serving as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The source also marks it as not a newly formed adviser despite the 2023 registration year. No descriptive detail about business lines, target client types, advisory services, fee schedules, or investment strategy was provided in the materials reviewed.

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
  • Scott Bowers

    Scott Bowers

    CEOCRD 4814591

Contacts

2 of 2
  • James Barton

    James Barton

    Senior VPCRD 4692910

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Berwyn, PA

Chester

Location

Berwyn, PA

Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
1000 Chesterbrook Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth