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 registered with the SEC since 1992. FINTRX classifies the firm as an investment bank and lists the ownership as individual. The firm is not identified as a capital allocator in the dataset, and it is not flagged as an active ESG investor or a multi-state adviser. FINTRX does not provide detail on the firm’s client types, fee structure, specific advisory or business activities, or any affiliations.
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 1
Patricia Wegner
COOCRD 4559908
Contacts
3 of 9James Williams
OwnerCRD 1482414
David Shohet
Managing DirectorCRD 2116740
James Min
Founding PartnerCRD 2674117
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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