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 is classified in the dataset as an investment bank. The firm has been SEC-registered since 1992 and is reported as individually owned. The profile in FINTRX contains limited operational detail: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. No specific advisory activities, fee schedules, client segments, or manager allocation preferences were disclosed in the provided data.
Assets & Accounts
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 1PATRICIA WEGNER
COOCRD 4559908
Contacts
3 of 11ADAM 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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