First Public, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
128180
Registered since
January 30, 2003

Firm profile

FINTRX

Overview

First Public, LLC is organized as a limited liability company and has been SEC-registered since 2003. FINTRX lists the owner type as a mix of a domestic entity and an individual. The firm's classification in the snapshot is “Unclassified,” and the record indicates it is not a multi-state adviser, not newly formed, does not operate as a pension consultant, and is not identified as a related adviser. The firm did not provide narrative detail about its advisory activities, client segments, fee structure, or business lines in the available data.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 13
  • Robert Campbell

    FinOpCRD 1349154

  • Tammy Davis

    Tammy Davis

    Director of InvestmentsCRD 2300858

  • William Mastrodicasa

    William Mastrodicasa

    Managing DirectorCRD 2311849

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
12007 Research Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth