Finantia USA Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
39120
Registered since
June 19, 1996

Firm profile

FINTRX

Overview

Finantia USA Inc. is organized as a corporation and has been registered with the SEC since 1996. Ownership is listed as a combination of a foreign entity and an individual. The firm's regulator-facing classification here is unclassified. The dataset flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. Specifics about the firm’s client types, fee schedule, core business activities and advisory services were not provided in the source material.

Assets & Accounts

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

3 of 4
  • Lilian Depinho

    Registered RepresentativeCRD 3038931

  • Shari Rothenberg

    Shari Rothenberg

    ManagerCRD 6590875

  • Filipe Marques

    Managing PrincipalCRD 6179457

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth