KOALLA TECHNOLOGIES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
313176

Firm profile

FINTRX

Overview

Koalla Technologies, LLC is a privately held limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm is organized with an individual owner and is not registered as a multi-state adviser; its SEC registration year is not reported. Koalla is not identified as a capital allocator or an active ESG investor. Its public-facing classification is unclassified, and available records do not show traditional advisory client activity or pension consulting services.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Sudhir Holla

    Co-Founder & Managing PrincipalCRD 7355950

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
539 W Commerce St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth