Valkyrie Equities Corporation

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
155936
Registered since
January 3, 2012

Firm profile

FINTRX

Overview

Valkyrie Equities Corporation is registered as a corporation with the SEC (registration year 2012). FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s classification as unclassified. The profile includes several negative flags: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not noted as a pension consultant or related adviser. Public disclosures in FINTRX contain almost no detail about the firm’s business model, advisory activities, client segments, or fee structure. Those fields are blank in the source data, so there is no documented information about investment mandates, sectors of interest, or manager allocation preferences.

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 4
  • Joseph Hansen

    Joseph Hansen

    ChairpersonCRD 1943931

  • Anil Varghese

    Anil Varghese

    DirectorCRD 7024184

  • Anil Joseph

    Anil Joseph

    DirectorCRD 3190637

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
14455 Webb Chapel Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth