Financial Telesis Inc
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 31012
- Registered since
- December 11, 1992
- Website
- www.financialtelesisinc.com
Firm profile
FINTRXOverview
Financial Telesis Inc. is organized as a corporation and has been SEC-registered since 1992. The firm is classified as an investment bank and is owned by an individual owner. Public reporting indicates it does not operate as a capital allocator and it does not identify as an active ESG investor. Several advisor attributes are not indicated: it is not listed as a multi-state adviser, not a pension consultant, and no related-adviser relationship is reported.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Patricia Wegner
COOCRD 4559908
Contacts
3 of 11
Adam Guo
Investment Banking AnalystCRD 7651708
Yale Yee
Founding PartnerCRD 4244326
Christian Carter
Registered RepresentativeCRD 7754768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 4340 Redwood Hwy
- Time zone
- PT (UTC-8)
- Office locations
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