Tuohy Brothers Investment Research, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133672
Registered since
May 27, 2005

Firm profile

FINTRX

Overview

Tuohy Brothers Investment Research, Inc. is an SEC-registered corporate advisory firm first registered in 2005 and owned by an individual. Public filings classify the firm as unclassified and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser in the available data. The source provides very limited operational detail about advisory activities, client segments, or investment mandates. The combination of sparse disclosures and the reported client metrics suggests the firm is not operating with a traditional client-facing advisory book at this time.

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
  • Alexander Tuohy

    COO & CCOCRD 3182470

Contacts

3 of 4
  • Noel Parks

    Managing DirectorCRD 3112978

  • Judson Tuohy

    Co-FounderCRD 4516387

  • Craig Shere

    Craig Shere

    Director of ResearchCRD 1671719

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth