Focus Strategies Merchant Banking, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 172021
- Registered since
- March 2, 2015
- Website
- focus-strategies.com
Firm profile
FINTRXOverview
Focus Strategies Merchant Banking, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The entity registered with the SEC in 2015. Ownership is listed as a combination of a domestic entity and an individual. Available records give very limited detail about the firm’s operating model. FINTRX flags that it is not a capital allocator and does not identify the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fields for business activities, advisory activities, fee structure, and client base are blank in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Dulcinea Everson
Managing DirectorCRD 2508645

Jeffrey Heller
Vice President and TreasurerCRD 3139370

James Sandlin
Managing DirectorCRD 4428785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 7600 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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