Xlii Financial Services LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
289250
Registered since
March 2, 2018

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Clarence Anderson

    Registered RepresentativeCRD 3079388

  • Terri Herring

    FinOpCRD 5624874

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
10023 Apple Creek Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth