Acalyx Advisors Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Arlington, Virginia
CRD number
174667
Registered since
June 29, 2015
Website
acalyx.com

Firm profile

FINTRX

Overview

Acalyx Advisors Inc. is a corporation that has been SEC-registered since 2015 and is organized with a mix of domestic-entity and individual ownership. The firm is classified as a placement agent rather than a discretionary capital allocator, which indicates its primary role is intermediary activity—sourcing or marketing investment opportunities to institutional or other investors rather than running pooled or separately managed assets on a fiduciary basis. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser or pension consultant. It is not reported to be a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joseph Mcdonald

    Joseph Mcdonald

    Chief Executive OfficerCRD 5329122

Contacts

3 of 11
  • Olivia Quinn

    Olivia Quinn

    AnalystCRD 8250425

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Christopher Yu

    Christopher Yu

    AssociateCRD 6665412

Unlock 8 more contacts

Wealth teams

FINTRX

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

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
4201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth