Brex Treasury LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
37
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 organized as a limited liability company and is registered with the SEC (registration year 2019). Filings classify the adviser as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Those flags, together with the limited public detail in the snapshot, suggest the entity may not operate as a typical externally focused wealth manager. The record positions it as an SEC-registered entity with a narrow set of adviser attributes rather than a broad retail advisory practice.

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 35
  • Owen Hopkins

    Owen Hopkins

    Private Banking SpecialistCRD 7549238

  • Adam Gagnon

    Customer Success ManagerCRD 7195163

  • Erica Dorfman

    VP, Product ManagementCRD 5951070

Unlock 32 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