IEX DAP LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318014
Registered since
November 4, 2022
Website
www.iex.io

Firm profile

FINTRX

Overview

IEX Dap LLC is organized as a limited liability company and appears on the SEC registry as of 2022. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as “unclassified” in the dataset and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not designated as a multi-state adviser. The public dataset does not describe the firm’s advisory activities, business lines, target client segments, or fee schedule. There is no information provided about investment mandates, sector focus, or manager selection processes.

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

Owners & executives

3 of 4
  • Thomas Wonica

    Chief Information Security OfficerCRD 2640278

  • BRADLEY KATSUYAMA

    CEO and Co-FounderCRD 4463961

  • JACK DUKESHERER

    Chief Compliance OfficerCRD 5671449

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Contacts

3 of 4
  • Katerina Cronmiller

    Product ManagerCRD 6594117

  • TERRANCE OCONNELL

    ControllerCRD 4898427

  • ALPHONSE ASARE

    Accounting ManagerCRD 6140970

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 World Trade Ctr 175 Greenwic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth