Brex Treasury LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 299606
- Registered since
- August 16, 2019
- Website
- www.brex.com
Firm profile
FINTRXOverview
Brex Treasury LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered advisory entity since 2019. The data classifies ownership as a mix of a domestic entity and an individual and lists the firm’s classification as unclassified. Available fields indicate Brex Treasury LLC does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. FINTRX does not provide detail on the firm’s client segments, fee arrangements, specific business activities, or the nature of its advisory services, so those elements are not reported in this profile.
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
Owners & executives
2 of 2Erik Zhou
Chief Accounting OfficerCRD 5166236
Benjamin Gammell
Chief Financial OfficerCRD 7044900
Contacts
3 of 37
Chelsea Fleggas
Solutions ArchitectCRD 7050304

Joel Minnich
Team LeadCRD 6521616

Jason Brown
Compliance OfficerCRD 2794246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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