Altaccess Securities Company, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
119441
Registered since
October 8, 2002

Firm profile

FINTRX

Overview

Altaccess Securities Company, L.P. is organized as a partnership and is registered with the SEC since 2002. The firm is classified as a placement agent rather than a capital allocator or discretionary investment manager; its role is oriented toward facilitating capital placement rather than sourcing or deploying proprietary investment capital. Ownership is listed as a mix of a domestic entity and an individual. The profile lists a number of negative flags for manager-style activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or a related adviser. FINTRX records do not include detail on advisory activities, fee arrangements, or a client demographic, which aligns with its placement-agent classification.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • Henry Talbot

    President, Chief Compliance OfficerCRD 6004463

Contacts

3 of 6
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Robert Garza

    Compliance PrincipalCRD 2647459

  • Melinda Leishman

    Melinda Leishman

    OperationsCRD 4680007

Unlock 3 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

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
325 N Saint Paul St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth