SDR Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
170652
Registered since
January 15, 2015

Firm profile

FINTRX

Overview

SDR Capital Markets, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (registration recorded in 2015) and is owned as a combination of a domestic entity and an individual. The information available frames SDR Capital Markets more as a deal- or transaction-oriented firm than as a traditional asset manager: it is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The dataset does not provide descriptions of client segments, fee models, or specific advisory activities, so its functional emphasis beyond the investment banking classification cannot be confirmed from the public record supplied.

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

Contacts

3 of 9
  • Geoffry Eliason

    Geoffry Eliason

    PrincipalCRD 4904780

  • Carol Kinzer

    FinOpCRD 4519471

  • Scott Mitchell

    Scott Mitchell

    Managing DirectorCRD 5036500

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
5613 Dtc Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth