GDI CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
329315

Firm profile

FINTRX

Overview

Gdi Capital Partners LLC operates as a limited liability company focused on providing financial services. The firm is categorized as an unclassified entity and engages in activities as an Other Financial Product Salesperson. While it does not actively pursue ESG investments or operate as a multi-state adviser, it maintains a singular focus on its business activities. Gdi Capital Partners LLC does not classify itself as a capital allocator, which indicates a more specialized approach to its investment strategies.

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

1 of 1
  • Brandon Wong

    Co-FounderCRD 7867208

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
5900 Balcones Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth