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 an SEC-registered limited liability company that the SEC lists as having become registered in 2015. Regulatory classification identifies the firm as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is recorded as a combination of a domestic entity and an individual. The firm has provided limited public detail about its business model. Fields for fee structure, advisory activities, client segmentation and related business activities are not populated in the source data. The firm is not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

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

3 of 12
  • Toby Loftin

    Toby Loftin

    Founder & Managing MemberCRD 4068375

  • Diane Goodin

    FinOpCRD 3117840

  • Robert Brandenberger

    Robert Brandenberger

    PartnerCRD 5195624

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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

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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