MBX Clearing LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Farmington Hills, Michigan
CRD number
321223
Registered since
August 15, 2022

Firm profile

FINTRX

Overview

MBX Clearing LLC is organized as a limited liability company and is SEC-registered (registration year 2022). The firm’s ownership is listed as a mix of a domestic entity and an individual. In the snapshot data MBX Clearing is not classified into a standard adviser category, and it is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is not flagged as an active ESG investor. The firm did not provide detail on its business activities, advisory services, fee structure, client types, or manager allocation preferences in the source 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

Owners & executives

1 of 1
  • Jonathan Galin

    Jonathan Galin

    Chief Risk OfficerCRD 1597276

Contacts

3 of 6
  • Robert Zimmel

    Robert Zimmel

    Financial AnalystCRD 2892454

  • Michael Weintraub

    Michael Weintraub

    Portfolio ManagerCRD 2763155

  • Matthew Dupuis

    Matthew Dupuis

    DirectorCRD 7559270

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Farmington Hills, MI

Oakland

Location

Farmington Hills, MI

Headquartered in Farmington Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
38955 Hills Tech Dr
Time zone
ET (UTC-5)
Office locations

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