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 organized as a corporation and is SEC-registered as an investment adviser since 2012. Filings list ownership as a combination of a domestic entity and an individual. The firm’s regulatory classification is "unclassified" and its disclosures show it does not operate as a capital allocator. It also does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

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