PRIVATE EQUITY FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 311681
Firm profile
FINTRXOverview
Private Equity Financial Advisors, Inc. operates as a corporation primarily engaged in the legal sector. The firm’s activities are closely tied to law firm operations, which suggests a unique approach to investment management that may integrate legal expertise into financial advisory services. The firm does not classify itself under traditional investment advisory categories, indicating a specialized focus that may appeal to a niche client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1THOMAS HERBELIN
President, DirectorCRD 2133196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
DALLAS
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 16800 Westgrove Dr
- Time zone
- CT (UTC-6)
- Office locations
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