World Capital Brokerage, Inc.

Broker-DealerFINRA MemberEst. 1958
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
37
Registered since
September 14, 1958

Firm profile

FINTRX

Overview

World Capital Brokerage, Inc. is a corporate entity that has been SEC-registered since 1958. Public records list ownership as a combination of a domestic entity and individual owners and categorize the firm as "Unclassified." The firm is not identified as a capital allocator, does not report active ESG investing, and is not described as a pension consultant or related adviser. The firm has not supplied public details about its investment strategy, client segments, fee schedules, or advisory services, so there is limited visibility into how it sources or manages client assets.

Location & Offices

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

Owners & executives

1 of 1
  • John Weidner

    John Weidner

    President and CEOCRD 1932986

Contacts

3 of 35
  • Heidi Kennedy

    Heidi Kennedy

    Registered RepresentativeCRD 4476699

  • Joe Zimmerman

    Joe Zimmerman

    Investment Advisor RepresentativeCRD 4166741

  • Timothy Taggart

    Timothy Taggart

    PresidentCRD 1075525

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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

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1636 N Logan St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth