TEIXEIRA PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SCITUATE, Massachusetts
CRD number
333734

Firm profile

FINTRX

Overview

Teixeira Partners LLC is organized as a limited liability company and is owned by an individual. The firm is classified as unclassified in the source data; it is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The year it registered with the SEC is not reported. The firm did not provide descriptive details about its investment strategy, client segments, fee arrangements, or the specific advisory activities it conducts in the information 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

2 of 2
  • FRANK TEIXEIRA

    OwnerCRD 1720571

  • FRANK LONGMAN

    CRD 2218418

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SCITUATE, MA

PLYMOUTH

Location

SCITUATE, MA

Headquartered in SCITUATE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
88 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth