Crc-Ib

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
53
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158736
Registered since
March 14, 2012
Website
crc-ib.com

Firm profile

FINTRX

Overview

Crc-Ib is organized as a limited liability company that operates under the classification of an investment bank. The ownership structure is listed as a mix of a domestic entity and an individual. Publicly available records provide minimal detail about the firm's day-to-day activities: fields for client types, fee schedules, business or advisory activities were not supplied. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not described as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. These data points suggest a narrow public profile focused on its investment-banking classification rather than on traditional registered-adviser client-facing services.

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 53
  • Thomas Hopkins

    FinOpCRD 1835087

  • Conor Mckenna

    Conor Mckenna

    Co-Founder - Senior Managing DirectorCRD 4355571

  • James Giannattasio

    James Giannattasio

    DirectorCRD 5050731

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
220 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth