Bitooda Technologies LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
297644
Registered since
July 2, 2019

Firm profile

FINTRX

Overview

Bitooda Technologies LLC is organized as a limited liability company and is registered with the SEC (initial registration in 2019). The firm is classified as an investment bank and placement agent rather than as an asset manager: it is not identified as a capital allocator and does not report advisory activity details. Ownership is listed as a combination of a domestic entity and an individual. Several standard profile fields are blank in the available records — business activities, advisory activities, client base and fee structure are not provided. The firm is not flagged as an active ESG investor, not listed as a multi-state adviser, not a pension consultant, and is not recorded as a related adviser.

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
  • Timothy Kelly

    Timothy Kelly

    Founder & CEOCRD 2297152

Contacts

3 of 4
  • Alexander Krzak

    Alexander Krzak

    Principal Operations OfficerCRD 6349160

  • Aidan Best

    Aidan Best

    Institutional Sales AnalystCRD 8304337

  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
55 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth