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 is SEC-registered, with registration dating to 2019. FINTRX classifies the firm as unclassified; the firm's ownership is listed as a mix of a domestic entity and an individual. The dataset flags Brex Treasury LLC as not operating as a capital allocator and not identifying as an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, or as a related adviser to another registered firm.
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 34Owen Hopkins
Private Banking SpecialistCRD 7549238
Adam Gagnon
Customer Success ManagerCRD 7195163
ERICA DORFMAN
VP, Product ManagementCRD 5951070
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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