FNEX Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
133
Avg account
$0

Firm details

Headquarters
Indianapolis, Indiana
CRD number
166316
Registered since
January 31, 2014
Website
fnex.com

Firm profile

FINTRX

Overview

FNEX Capital, LLC is an SEC-registered limited liability company that has been registered since 2014 and is classified in the source data as an investment bank. Ownership is described as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. The firm did not supply detail on its specific advisory or business activities in the provided dataset, and there are no public-facing descriptions of target client segments or core product offerings in the source material.

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

Owners & executives

3 of 11
  • Michael Rosenbach

    Michael Rosenbach

    CEO & Managing DirectorCRD 6497350

  • Matthew Andersen

    Matthew Andersen

    CEOCRD 3046402

  • Amar Deva

    Amar Deva

    Chief Compliance OfficerCRD 2282265

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Contacts

3 of 122
  • Robert Dalzell

    Robert Dalzell

    PresidentCRD 5811956

  • James Walne

    James Walne

    PartnerCRD 5092837

  • Carly Williams

    Carly Williams

    Registered RepresentativeCRD 5163703

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
1 Indiana Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth