Xlii Financial Services LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 289250
- Registered since
- March 2, 2018
Firm profile
FINTRXOverview
Xlii Financial Services LLC is organized as a limited liability company and registered with the SEC in 2018. Public records list the owner type as a domestic entity and an individual, and the adviser is classified as "unclassified" in the registry. The firm does not present itself as a capital allocator, is not designated a multi-state adviser, and is not flagged as an active ESG investor. Other service roles such as pension consultant or related adviser are not indicated in the available filings. The firm has provided minimal public disclosure about its advisory activities, client segments, or fee arrangements.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2Clarence Anderson
Registered RepresentativeCRD 3079388
Terri Herring
FinOpCRD 5624874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10023 Apple Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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