FIDX MARKETS LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
BERWYN, Pennsylvania
CRD number
322769
Registered since
July 20, 2023
Website
fidx.io

Firm profile

FINTRX

Overview

Fidx Markets LLC is a limited liability company that registered with the SEC in 2023. The firm is listed as owned by a mix of a domestic entity and an individual and is categorized as "Unclassified" in the source dataset, which suggests publicly available filings or profiles do not cleanly place it into a standard adviser segment. The record indicates Fidx Markets is not a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser or a pension consultant. The dataset does not disclose the firm's advisory activities, fee schedule, or target client segments.

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
  • SCOTT BOWERS

    CEOCRD 4814591

Contacts

2 of 2
  • JAMES BARTON

    Senior VPCRD 4692910

  • Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BERWYN, PA

CHESTER

Location

BERWYN, PA

Headquartered in BERWYN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CHESTER
Address
1000 Chesterbrook Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth