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 appears in SEC records with a registration date of 2022. Ownership is listed as a mix of a domestic entity and an individual. In FINTRX fields the firm’s classification is recorded as "Unclassified." The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not reported to operate as a multistate adviser, a pension consultant, or a related adviser. FINTRX does not supply descriptive detail on MBX Clearing LLC’s fee schedule, advisory activities, client segments, or core business lines.

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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth