TECHFELLOWS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CONCORD, California
CRD number
166099

Firm profile

FINTRX

Overview

Techfellows Management, LLC is organized as a limited liability company and is listed in the dataset without a specific advisor classification. The firm serves as sponsor, general partner and managing member of pooled investment vehicles rather than operating primarily as a multi-state advisory platform. Data flags it as not being a capital allocator and not an active ESG investor.

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
  • ALDA DENNIS

    Chief Operating OfficerCRD 6137524

Contacts

2 of 2
  • DANIEL CONWAY

    Managing MemberCRD 4823253

  • MICHAEL POLANSKY

    Founder & Managing PartnerCRD 6137523

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CONCORD, CA

CONTRA COSTA

Location

CONCORD, CA

Headquartered in CONCORD, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
2041 East St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth