Brex Treasury LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
299606
Registered since
August 16, 2019

Firm profile

FINTRX

Overview

Brex Treasury LLC is a limited liability company that registered with the SEC in 2019. Public records classify the firm as unclassified and list owner type as a domestic entity and individual. The regulatory snapshot indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. The profile contains only limited operational detail: fields for business activities, advisory activities, fee structure and client base are blank in the available record. Filings also show Brex Treasury LLC is not flagged as a multi-state adviser, pension consultant, or 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

2 of 2
  • Erik Zhou

    Chief Accounting OfficerCRD 5166236

  • Benjamin Gammell

    Benjamin Gammell

    Chief Financial OfficerCRD 7044900

Contacts

3 of 34
  • Owen Hopkins

    Owen Hopkins

    Private Banking SpecialistCRD 7549238

  • Adam Gagnon

    Customer Success ManagerCRD 7195163

  • Alexia Kyriakoulis

    Alexia Kyriakoulis

    AnalystCRD 7260944

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
650 S 500 W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth