DNX VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
325003

Firm profile

FINTRX

Overview

Dnx Ventures operates as a corporation focused on various financial activities, primarily as an Other Financial Product Salesperson. The firm is involved in managing pooled investment vehicles and has a notable interest in venture capital. While it does not classify itself as a capital allocator or a pension consultant, it engages in activities related to investment management and financial product sales. Dnx Ventures does not actively pursue ESG investments and is not registered as a multi-state adviser.

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
  • MITCH KITAMURA

    Managing Partner, CCO and COOCRD 6430437

Contacts

1 of 1
  • QUAEED MOTIWALA

    Managing PartnerCRD 6430425

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
55 E 3rd Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth