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 organized as a limited liability company that registered with the SEC in 2011. The ownership is listed as a domestic entity and individual ownership type. The firm’s regulatory classification in the source data is unclassified. The firm’s public profile is minimal: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The data feed does not include descriptions of its advisory or business activities, client segments, or investment mandates.

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

Contacts

3 of 5
  • MIRIAM FREIER

    Registered RepresentativeCRD 5166619

  • TIMOTHY HORRIGAN

    Co-FounderCRD 2518429

  • 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