X-Change Financial Access, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
70
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 organized as a limited liability company and has been SEC-registered since 2003. FINTRX records identify the ownership as a combination of a domestic entity and an individual. The firm is listed as unclassified in FINTRX’s taxonomy and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures in the FINTRX snapshot provide limited detail about the firm's advisory activities, client types, fee schedule, or business lines. That profile points to a small footprint in FINTRX’s dataset rather than a documented retail or institutional advisory platform.

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 69
  • John Brown

    Floor BrokerCRD 861011

  • Edward Lynn

    Edward Lynn

    BrokerCRD 1215582

  • Donald Cullen

    Donald Cullen

    ClerkCRD 1222873

Unlock 66 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth