Financial Telesis Inc

Overview

Financial Telesis Inc. is organized as a corporation and has been SEC-registered since 1992. FINTRX classifies the firm as an investment bank and lists its owner type as individual. The dataset flags the firm as not being a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The publicly available filing for the firm provides only limited operational detail. Fields for client base, fee structure, business activities and advisory activities are blank in the source data, so there is no granular description of the services the firm offers or the client segments it targets.

Assets & Accounts

Location & Offices