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 dataset as an investment bank. The firm is shown as having completed SEC registration in 2025. Ownership is recorded as a combination of a domestic entity and an individual. The public record for this firm contains little operational detail. It is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Fields for advisory activities, fee schedule, and business activities were not populated in the provided dataset.

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

    Chief Compliance OfficerCRD 1144872

Contacts

3 of 8
  • TREVOR CASEY

    DirectorCRD 5421408

  • JESSICA BARCLAY

    Managing PartnerCRD 5372543

  • STEVEN THORNTON

    PresidentCRD 4496384

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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