TRADEX GLOBAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
139000

Firm profile

FINTRX

Overview

Tradex Global Advisors, LLC is an LLC that operates as a small, privately owned advisory entity. The firm is organized under an individual owner and is classified as unclassified in the available record. It does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor. Public-facing data indicate the firm’s activity centers on sponsoring and serving as GP/managing member for pooled investment vehicles rather than running a broad retail advisory platform.

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
  • MICHAEL BEATTIE

    Chief Investment OfficerCRD 4464364

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, 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
135 E Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth