Fennebresque & Co, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
146857
Registered since
June 19, 2008

Firm profile

FINTRX

Overview

Fennebresque & Co, LLC is organized as a limited liability company and has been SEC-registered since 2008. Regulatory filings classify the firm as an investment bank; ownership is identified as a mix of a domestic entity and an individual. The public disclosure available for this entity contains minimal detail about its specific business lines or the advisory services it offers. The filing flags that the firm is not a capital allocator, does not present itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

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

Contacts

3 of 4
  • John Fennebresque

    FounderCRD 4248387

  • Jeffrey Barber

    Jeffrey Barber

    Managing DirectorCRD 5733511

  • Herbert Fritz

    Herbert Fritz

    Managing DirectorCRD 6075717

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
2025 Cassamia Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth