Apex Fintech Brokerage Services

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
305818
Registered since
December 11, 2020

Firm profile

FINTRX

Overview

Apex Fintech Brokerage Services is organized as a limited liability company and shows SEC registration beginning in 2020. The firm is categorized as "unclassified" in the snapshot data and is listed as owned by a domestic entity/individual. The record indicates Apex Fintech Brokerage Services does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Specifics about its business activities, advisory services, fee schedule and client segments were not provided in the available profile.

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
  • Michael Oxley

    Michael Oxley

    Chief Compliance OfficerCRD 4768393

Contacts

3 of 4
  • Jennifer Just

    Jennifer Just

    Co-Founder & Managing PartnerCRD 2261444

  • Matthew Hulsizer

    Matthew Hulsizer

    Co-Founder & Managing PartnerCRD 2311367

  • Fritz Louis-charles

    Vice PresidentCRD 3232698

Unlock 1 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
350 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