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 FINTRX snapshot as an investment bank. The record shows SEC registration in 2025 and an ownership mix described as a domestic entity alongside an individual owner. The firm is not listed as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Available fields for fee structure, advisory activities, business activities, and client base were not populated in the source data, so the firm's business model and client-facing services are not documented in the provided record.

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
  • Trevor Casey

    Trevor Casey

    DirectorCRD 5421408

  • Jessica Barclay

    Jessica Barclay

    Managing PartnerCRD 5372543

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Unlock 5 more contacts

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