3pe Advisors

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
290234
Registered since
January 18, 2019

Firm profile

FINTRX

Overview

3pe Advisors is organized as a limited liability company and is SEC-registered as of 2019. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Owner type is recorded as a combination of a domestic entity and an individual. Public records on the firm are sparse: there are no disclosed details in FINTRX about its client base, fee schedule, advisory activities, or other business lines. The profile also notes that 3pe Advisors is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.

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 7
  • Thomas Mcclintock

    Thomas Mcclintock

    Managing DirectorCRD 2428291

  • Michael Taylor

    Michael Taylor

    Managing DirectorCRD 4131002

  • James Latimer

    James Latimer

    PartnerCRD 4462115

Unlock 4 more contacts →

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
1910 Pacific Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth