Realtyx, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
316304
Registered since
April 26, 2022
Website
realtyx.us

Firm profile

FINTRX

Overview

Realtyx, LLC is a limited liability company that registered with the SEC in 2022. Public disclosures are sparse: the firm is listed as owned by a combination of a domestic entity and an individual, and its regulatory classification is unclassified. Realtyx does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser, pension consultant, or related adviser in the available records. The firm has not provided details on its investment approach, target client types, fee model, or specific 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

Owners & executives

1 of 1
  • Robert Alex

    Robert Alex

    Independent ContractorCRD 7209724

Contacts

2 of 2
  • Samuel Walker

    VP, Business DevelopmentCRD 1175890

  • Andrew Kurian

    Andrew Kurian

    Principal & FINOPCRD 2756309

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, 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
Fairfield
Address
62 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth