ALTACCESS SECURITIES COMPANY, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
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 appears in SEC records with a registration date of 2002. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX categorizes the firm as unclassified and notes that it is not a capital allocator. The dataset provides limited operational detail: the firm is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not indicated to serve pension consulting or related-adviser roles. There are no entries for client base, fee structure, business activities, or advisory activities in the available record, which limits visibility into the firm’s target clients or service model.

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

Owners & executives

1 of 1
  • HENRY TALBOT

    President, Chief Compliance OfficerCRD 6004463

Contacts

3 of 5
  • CASEY BRUNNER

    Managing DirectorCRD 3268173

  • LOUISE JONES

    Managing DirectorCRD 1254936

  • SHILEEN WEBER

    VP, MarketingCRD 2679499

Unlock 2 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
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