XLII FINANCIAL SERVICES LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 289250
- Registered since
- March 2, 2018
Firm profile
FINTRXOverview
Xlii Financial Services LLC is a limited liability company that registered with the SEC in 2018. Ownership is listed as a combination of a domestic entity and an individual. Public filings classify the adviser as unclassified and indicate it is not operating as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied detail on its client segments, fee schedules, or specific advisory services in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Terri Herring
FinOpCRD 5624874
CLARENCE ANDERSON
Registered RepresentativeCRD 3079388
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
- 10023 Apple Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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