Tenoaks Energy Advisors, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Addison, Texas
CRD number
173696
Registered since
May 4, 2015

Firm profile

FINTRX

Overview

Tenoaks Energy Advisors, LLC is organized as a limited liability company and is classified in the database as an investment bank. The firm was first registered with the SEC in 2015. Ownership is listed as a combination of a domestic entity and an individual. Regulatory and activity flags in the record show the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser. It is also not marked as a pension consultant, a related adviser, or a newly formed adviser. Taken together, those attributes are consistent with an entity focused on transactional or advisory work in energy rather than a traditional discretionary asset manager.

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 12
  • Forrest Salge

    Forrest Salge

    Vice PresidentCRD 6608100

  • Carson Riggan

    Carson Riggan

    Vice PresidentCRD 7848313

  • Neal Patel

    Neal Patel

    DirectorCRD 6963751

Unlock 9 more contacts

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

Addison, TX

Dallas

Location

Addison, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth