Middle Market Transactions, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
133062
Registered since
April 18, 2005

Firm profile

FINTRX

Overview

Middle Market Transactions, Inc. is organized as a corporation and classified as an investment bank. Ownership is held by an individual. The firm is not described as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source material does not disclose the firm’s specific business lines, client segments, or advisory activities.

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

Contacts

3 of 10
  • Patrick Nolan

    Patrick Nolan

    Founder & ChairmanCRD 2614419

  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

  • Brett Pantazi

    Brett Pantazi

    Managing Director & PartnerCRD 4424274

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1401 S Brentwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth