Personal Information
Organization / Workplace
Greater San Diego Area United States
Occupation
Managing Partner, CFO, COO
Industry
Finance / Banking / Insurance
About
FDX Holdings LLC and its affiliated broker dealer FDX Capital LLC, a member of FINRA & SIPC d.b.a. "FDX Capital" or "FDX". At FDX, our mission is to provide an efficient marketplace for buyers and sellers of unique, direct investment opportunities particularly suited to long-term investors.
FDX is a boutique advisory firm that screens and delivers high quality transaction opportunities to a broad network of family offices and high net worth individuals with whom deep relationships have been built over twenty-four years through its affiliate, Family Office Exchange, LLC (FOX).
FOX is recognized as the longest standing U.S. membership organization for wealthy families, and the premier lead...