X-CHANGE FINANCIAL ACCESS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 126201
- Registered since
- May 1, 2003
- Website
- www.x-fa.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CHRISTOPHER BATES
CFOCRD 5648556
Contacts
3 of 66Joseph Abitia
ClerkCRD 5214093
GARY KAPLAN
Compliance OfficerCRD 1603617
MICHAEL WADE
BrokerCRD 5880513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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