Axcelus Financial Distribution Company
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 38383
- Registered since
- January 18, 1996
- Website
- www.lombardinternational.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 18Kristen Shou
Registered RepresentativeCRD 8019947

Thomas Boczar
Senior Managing Director, Strategic InitiativesCRD 2148091

Brian Mcgrath
Managing DirectorCRD 5292615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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