LEROY ADVISERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
324309

Firm profile

FINTRX

Overview

Leroy Advisers, LLC is a limited liability company that operates in the financial advisory space. While specific details about their investment activities and preferences are not disclosed, the firm is classified as unclassified, indicating that it may not fit neatly into traditional categories within the industry. The firm does not engage in capital allocation and is not recognized as an active ESG investor. Leroy Advisers does not have a multi-state presence and is not newly formed.

Assets & Accounts

Public Holdings

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

2 of 2
  • Ujwala Katkade

    ManagerCRD 7701576

  • Arnav Katkade

    ManagerCRD 7701577

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4401 Highland Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth