Middle Market Transactions, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
133062
Registered since
April 18, 2005

Firm profile

FINTRX

Overview

Middle Market Transactions, Inc. is organized as a corporation and is classified in firm records as an investment bank. It registered with the SEC in 2005 and is owned by an individual. Public filings and the provided dataset do not describe retail client segments, fee schedules, or specific advisory services, and the firm is not identified as a multi-state adviser or a related adviser to another registered manager.

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

Contacts

3 of 9
  • Patrick Nolan

    Patrick Nolan

    Founder & ChairmanCRD 2614419

  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

  • Brett Pantazi

    Brett Pantazi

    Managing Director & PartnerCRD 4424274

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1401 S Brentwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth