Valkyrie Equities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
155936
Registered since
January 3, 2012

Firm profile

FINTRX

Overview

Valkyrie Equities Corporation is organized as a corporation with ownership listed as a domestic entity and an individual. The firm is classified in the available data as unclassified, and it does not identify itself as a capital allocator. Reported characteristics indicate it is not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Publicly disclosed material about Valkyrie Equities Corporation’s advisory activities, client base, fee schedules, investment strategy, and assets under management is limited in the source dataset. That scarcity of detail makes it difficult to profile the firm’s client focus, portfolio construction, or product menu with confidence. The record does note the firm operates from multiple offices, but location specifics and a breakdown of services tied to each office are not provided.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joseph Hansen

    Joseph Hansen

    ChairpersonCRD 1943931

  • Anil Joseph

    Anil Joseph

    DirectorCRD 3190637

  • Anil Varghese

    Anil Varghese

    DirectorCRD 7024184

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
14455 Webb Chapel Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth