Concho Transactions
Firm details
- Headquarters
- Spring, Texas
- CRD number
- 339157
- Registered since
- July 7, 2026
Firm profile
FINTRXOverview
Concho Transactions is organized as a limited liability company and is listed as owned by an individual. FINTRX classifies the adviser as unclassified and records an SEC registration year of 2026. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. FINTRX also indicates the firm is not a pension consultant and is not marked as a related adviser. No descriptive material about the firm’s advisory activities, client segments, fee schedule, or specific business lines was provided in the source data.
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
1 of 1
Charles Christofilis
CEO and CCOCRD 1518196
Contacts
2 of 2
Heather Fitzgerald
FinOpCRD 4427665
Taylor Dalby
Vice PresidentCRD 6691330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spring, TX
Montgomery
Location
Spring, TX
Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 30 Umbria Ln
- Time zone
- CT (UTC-6)
- Office locations
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