Efcg Transaction Services LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
333770
Registered since
June 27, 2025

Firm profile

FINTRX

Overview

Efcg Transaction Services LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is listed as SEC-registered in 2025 and its ownership is recorded as a domestic entity and individual. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available fields for client base, advisory activities and fee structure were not populated in the source material, so there is no detail on the types of clients served or how the firm charges for services. The combination of an investment-bank classification and the “transaction services” name implies a focus on execution and deal-related work rather than ongoing portfolio management, but the submission does not include explicit descriptions of service lines.

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

Owners & executives

1 of 1
  • Matthew Hoffman

    Matthew Hoffman

    Chief Compliance OfficerCRD 1144872

Contacts

3 of 8
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Trevor Casey

    Trevor Casey

    DirectorCRD 5421408

  • Hugh Campbell

    Hugh Campbell

    Managing DirectorCRD 5573683

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
4915 W 31st Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth