Realtyx, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
316304
Registered since
April 26, 2022
Website
realtyx.us

Firm profile

FINTRX

Overview

Realtyx, LLC is organized as a limited liability company and is SEC-registered (registration year 2022). Ownership is described as a combination of a domestic entity and an individual. The firm is listed as unclassified in the available data and is not characterized as a capital allocator. Flags in the record indicate Realtyx does not identify as an active ESG investor, is not designated a multi-state adviser, and is not recorded as a newly formed adviser. The source does not include any detail about the firm’s fee schedules, client segments, specific advisory services, or business activities.

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
  • Robert Alex

    Robert Alex

    Independent ContractorCRD 7209724

Contacts

3 of 3
  • Michael Knechtges

    Client Relations ManagerCRD 2444548

  • Andrew Kurian

    Andrew Kurian

    Principal & FINOPCRD 2756309

  • Samuel Walker

    VP, Business DevelopmentCRD 1175890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
62 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth