VALKYRIE EQUITIES CORPORATION

Broker-DealerFINRA MemberEst. 2012
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 and has been SEC-registered since 2012. Regulatory filings list the ownership as a domestic entity and/or individual and classify the adviser as "unclassified." The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It also does not appear on filings as a multi-state adviser, newly formed adviser, pension consultant, or related adviser to another adviser. Disclosure about business lines, advisory services, client types, and fee arrangements was not provided in the source data.

Assets & Accounts

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

3 of 4
  • JOSEPH HANSEN

    ChairpersonCRD 1943931

  • Anil Varghese

    DirectorCRD 7024184

  • ANIL JOSEPH

    DirectorCRD 3190637

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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