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 appears in FINTRX as an SEC-registered entity since 1996. Ownership is listed as a domestic entity and individual. The profile in FINTRX is sparse on core operating details: the firm is classified as "Unclassified," it is not identified as a capital allocator, and it is not flagged as an active ESG investor, pension consultant, related adviser, or a multi-state adviser. FINTRX does not supply descriptions of advisory activities, fee structures, client segments, or investment strategy for this entity.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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