Fulcrum Capital Markets LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 155634
- Registered since
- July 13, 2011
- Website
- fulcruminv.com
Firm profile
FINTRXOverview
Fulcrum Capital Markets LLC is registered as a limited liability company and has been SEC-registered since 2011. FINTRX classifies the firm as "Unclassified" and lists the owner type as a combination of a domestic entity and an individual. The snapshot indicates the firm is not identified as a capital allocator, is not active on ESG investing, and is not a multi-state adviser. It is also not flagged as a pension consultant or a related adviser. The firm did not provide descriptive information about its business activities, advisory services, client segments, fee structure, or manager allocation preferences in the FINTRX record. That absence of publicly recorded operational detail limits visibility into how the firm positions itself or how it sources and manages client mandates.
Assets & Accounts
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 5
Miriam Freier
Registered RepresentativeCRD 5166619
Timothy Horrigan
Co-FounderCRD 2518429
Xiwei Wang
Accounting ManagerCRD 6618011
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
- 111 Congress Ave
- Time zone
- CT (UTC-6)
- Office locations
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