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 registered with the SEC since 2012. Public filings available through the data source are sparse; the firm is identified as owned by a combination of a domestic entity and an individual and is labeled as "unclassified" in the snapshot profile. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, is not described as newly formed, and is not listed as providing pension consulting services or operating as a related adviser to another firm. Beyond those registry attributes, the firm has not supplied details about its advisory services, client segments, or fee arrangements.

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

3 of 4
  • Joseph Hansen

    Joseph Hansen

    ChairpersonCRD 1943931

  • Anil Varghese

    Anil Varghese

    DirectorCRD 7024184

  • Anil Joseph

    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