Valkyrie Equities Corporation
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 155936
- Registered since
- January 3, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Joseph Hansen
ChairpersonCRD 1943931

Anil Joseph
DirectorCRD 3190637

Anil Varghese
DirectorCRD 7024184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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