FUNDIVEST LTD

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
336269
Registered since
April 10, 2025

Firm profile

FINTRX

Overview

Fundivest Ltd. operates as a limited liability company and is registered with the SEC as of 2025. The firm engages in various business activities, primarily functioning as a broker-dealer and a commodity pool operator or commodity trading advisor. While it does not classify itself under a specific advisory category, it is involved in the investment landscape through its broker-dealer activities. Fundivest Ltd. does not actively pursue ESG investments and is not recognized as a multi-state adviser.

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

1 of 1
  • CECILIA DELGADO

    Chief Compliance OfficerCRD 7903826

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1312 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth