Consolidated Financial Investments, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Clayton, Missouri
CRD number
18810
Registered since
January 12, 1987

Firm profile

FINTRX

Overview

Consolidated Financial Investments, Inc. is organized as a corporation and has been SEC-registered since 1987. The firm is described as an individually owned entity and is classified in the source data as "Unclassified." It does not identify as a capital allocator, is not registered as a multi-state adviser, and is not listed as a newly formed adviser. The record also indicates the firm is not an active ESG investor, is not a pension consultant, and has no related-adviser designation in the available data.

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

Contacts

3 of 6
  • Alan Stiffelman

    Alan Stiffelman

    PresidentCRD 1351661

  • James Breckenridge

    Registered RepresentativeCRD 29512

  • Carl Bardenheier

    Vice PresidentCRD 1138381

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
222 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth