Fulcrum Capital Markets LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
155634
Registered since
July 13, 2011

Firm profile

FINTRX

Overview

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

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 5
  • Miriam Freier

    Miriam Freier

    Registered RepresentativeCRD 5166619

  • Timothy Horrigan

    Timothy Horrigan

    Co-FounderCRD 2518429

  • Xiwei Wang

    Xiwei Wang

    Accounting ManagerCRD 6618011

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth