Brex Treasury LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
42
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 registered as a limited liability company and is identified in source data as being owned by a domestic entity and an individual. The firm’s public profile is minimal: it is classified as “Unclassified” and the record indicates it does not act as a capital allocator, does not flag itself as an active ESG investor, and is not listed as a multi-state or newly formed adviser. There are no entries for pension consulting, related-adviser activity, or other advisory-specific business lines in the available data. Operational and business-activity detail is sparse; the firm has not supplied information about client types, fee schedules, advisory services, or external affiliations.

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 40
  • Chelsea Fleggas

    Chelsea Fleggas

    Solutions ArchitectCRD 7050304

  • Joel Minnich

    Joel Minnich

    Team LeadCRD 6521616

  • Jason Brown

    Jason Brown

    Compliance OfficerCRD 2794246

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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