MBX Clearing LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Farmington Hills, Michigan
CRD number
321223
Registered since
August 15, 2022

Firm profile

FINTRX

Overview

MBX Clearing LLC is organized as a limited liability company and is identified in FINTRX as having both a domestic entity and an individual listed under owner type. The firm’s classification is shown as "Unclassified" in the snapshot data. The entity’s name and the available attributes suggest it functions outside the typical advisory-capital allocator model: it is not flagged as a capital allocator, it does not report being an active ESG investor, and it is not marked as a related adviser or pension consultant. FINTRX does not supply details on MBX Clearing LLC’s client base, fee structure, business activities, or advisory services. The snapshot also indicates the firm is not a multi-state adviser and is not categorized as newly formed.

Assets & Accounts

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

2 of 2
  • Robert Zimmel

    Robert Zimmel

    Chief Financial OfficeCRD 2892454

  • Jonathan Galin

    Jonathan Galin

    Chief Risk OfficerCRD 1597276

Contacts

3 of 5
  • Michael Weintraub

    Michael Weintraub

    Portfolio ManagerCRD 2763155

  • Matthew Dupuis

    Matthew Dupuis

    DirectorCRD 7559270

  • Cavitt Randall

    Cavitt Randall

    Trade SupportCRD 7559271

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Farmington Hills, MI

Oakland

Location

Farmington Hills, MI

Headquartered in Farmington Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
38955 Hills Tech Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth