XTELLUS CAPITAL PARTNERS, INC.

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156048
Registered since
September 19, 2011

Firm profile

FINTRX

Overview

Xtellus Capital Partners, Inc. is an SEC-registered corporate advisory entity that entered registration in 2011. The firm is listed as a domestic entity with individual ownership and is categorized in the snapshot as unclassified. The available profile does not describe client segments, fee arrangements, or specific advisory services, and the firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • PAUL SWIGART

    CEOCRD 4580213

  • STEPHEN ZAK

    COO & CCOCRD 2423424

Contacts

3 of 10
  • DAVID KUZMANICH

    Financial Business ConsultantCRD 2886688

  • EVGUENII KHIJNIAK

    Registered RepresentativeCRD 5329566

  • Edward Bralower

    Registered RepresentativeCRD 1201091

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth