X-CHANGE FINANCIAL ACCESS, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
67
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
126201
Registered since
May 1, 2003

Firm profile

FINTRX

Overview

X-Change Financial Access, LLC is an SEC-registered limited liability company that has been registered since 2003. Public filings and the FINTRX snapshot show the firm as an "Unclassified" adviser with ownership listed as a combination of a domestic entity and an individual. The available disclosure is sparse: FINTRX does not list the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied details about its client segments, fee schedules, specific business activities, or advisory offerings in the provided data. That limited disclosure makes it difficult to characterize the firm's product set, target clients, or investment approach from the available record.

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
  • CHRISTOPHER BATES

    CFOCRD 5648556

Contacts

3 of 66
  • Joseph Abitia

    ClerkCRD 5214093

  • GARY KAPLAN

    Compliance OfficerCRD 1603617

  • MICHAEL WADE

    BrokerCRD 5880513

Unlock 63 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
222 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth