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CRD#: 166316
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FNEX CAPITAL, LLC is located at One Indiana Square Suite 2252, Indianapolis, IN 46204 and was first established at Chicago, Indiana in 06/04/2012. After operating for 13 years, FNEX CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FNEX CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FNEX CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FNEX CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FNEX CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FNEX CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FNEX CAPITAL, LLC Comes From

Understanding the Statistics for FNEX CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Firm Size
Small
Phone Number
(317) 580-2588
Established
Indiana since 06/04/2012
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FNEX, LLCMEMBER
HEGER, LOREN EUGENECEO, CCO, AMLCO, EXEC. REP.6143753
TEUFEL, FREDERICK CHARLESFINOP2092408

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Advisor's working at FNEX CAPITAL, LLC

Michael Scott Rosenbach

Michael Scott Rosenbach

Michael S Rosenbach
IAR
RR
CRD#: 6497350
Location:
Tampa, FL 33606
Company:
SOLIST WEALTH MANAGEMENT
Disclosures:
Experience:
10 years
View Profile
JC

John V Coyle JR.

John V Coyle Jr., John Vincent Coyle Jr, John Vincent Coyle
IAR
RR
CRD#: 2094684
Location:
Norwell, MA
Company:
NEW AGE ALPHA
Disclosures:
Experience:
35 years
View Profile
AM

Ashmoret Mashal

Ashmoret Mishal
IAR
RR
CRD#: 7751123
Location:
New York, NY 10022
Company:
THE FAMILY OFFICES GLOBAL VENTURES INC.
Disclosures:
Experience:
2 years
View Profile
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