DBA TEXAS HOUSING CONSERVANCY

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
12
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
316786
Registered since
September 8, 2021

Firm profile

FINTRX

Overview

DBA Texas Housing Conservancy is an adviser-style entity registered in 2021 that operates more as a sponsor/manager of pooled vehicles than as a traditional retail RIA. The firm is classified outside the common RIA categories and its recorded business activity is "Other Financial Product Salesperson." Owner type is listed as an individual. It is not identified as a multi-state adviser, a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The firm's public filings and affiliation notes position it around sponsor and general partner roles: it is connected with a law firm and serves as sponsor, GP, and managing member of pooled investment vehicles. That organizational posture points to deal- and fund-level activity rather than broad discretionary relationship management for many retail clients.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Monica Medina

    President and CEOCRD 7780662

Contacts

3 of 11
  • Missy Saez

    Asset ManagerCRD 7886139

  • Sharmila Kassam

    Audit Committee MemberCRD 7889332

  • Ellis David

    CRD 8244304

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6000 N Lamar Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth