Fulcrum Capital Markets LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
155634
Registered since
July 13, 2011

Firm profile

FINTRX

Overview

Fulcrum Capital Markets LLC is organized as a limited liability company and has been SEC-registered since 2011. Public filings classify the firm as unclassified and identify ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not listed as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided detail on its client segments, fee arrangements, advisory services, or day-to-day business activities in the available data.

Assets & Accounts

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 5
  • Miriam Freier

    Miriam Freier

    Registered RepresentativeCRD 5166619

  • Timothy Horrigan

    Timothy Horrigan

    Co-FounderCRD 2518429

  • Xiwei Wang

    Xiwei Wang

    Accounting ManagerCRD 6618011

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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
111 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth