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 and is recorded as SEC-registered beginning in 2011. Ownership is listed as a combination of a domestic entity and an individual. Regulatory classification in the dataset is “Unclassified.” The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset also flags the firm as not being an active ESG investor and not acting as a capital allocator. Other standard fields such as business activities, advisory activities, and fee structure were not provided in the source material.

Assets & Accounts

Investments & Alternatives

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth