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 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
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 34
Owen Hopkins
Private Banking SpecialistCRD 7549238
Adam Gagnon
Customer Success ManagerCRD 7195163

Alexia Kyriakoulis
AnalystCRD 7260944
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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