IEX DAP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 318014
- Registered since
- November 4, 2022
- Website
- www.iex.io
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Thomas Wonica
Chief Information Security OfficerCRD 2640278
BRADLEY KATSUYAMA
CEO and Co-FounderCRD 4463961
JACK DUKESHERER
Chief Compliance OfficerCRD 5671449
Contacts
3 of 4Katerina Cronmiller
Product ManagerCRD 6594117
TERRANCE OCONNELL
ControllerCRD 4898427
ALPHONSE ASARE
Accounting ManagerCRD 6140970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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