Axcelus Financial Distribution Company

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
38383
Registered since
January 18, 1996

Firm profile

FINTRX

Overview

Axcelus Financial Distribution Company is organized as a corporation and is classified as an insurance broker-dealer. The firm has been SEC-registered since 1996 and is owned by a domestic individual/entity structure. The available record does not identify the firm as a capital allocator or as an adviser with multi-state registration, and it is not flagged as an active ESG investor or a pension consultant. No related-adviser relationship is indicated. Public disclosure does not include a breakdown of the firm’s advisory or distribution activities, product focus, or target client segments; the profile therefore reads as a distribution-oriented broker-dealer rather than a registered investment manager with discretionary assets under management.

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 18
  • Kristen Shou

    Registered RepresentativeCRD 8019947

  • Thomas Boczar

    Thomas Boczar

    Senior Managing Director, Strategic InitiativesCRD 2148091

  • Brian Mcgrath

    Brian Mcgrath

    Managing DirectorCRD 5292615

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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

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
130 N 18th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth