Realtyx, LLC

Broker-DealerFINRA Member
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 listed with an owner type described as both a domestic entity and an individual. Publicly available profile fields for the firm are sparse: its regulatory classification is recorded as unclassified, and standard firm-level details such as fee schedule, client types, and specific advisory activities are not disclosed in the source data. The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Realtyx is not characterized as a capital allocator and is not marked as an active ESG investor. Those two data points suggest the firm does not present itself as primarily focused on allocating capital to third-party managers or on an explicit environmental, social, and governance investing program in the reported materials.

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

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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