Inner Circle Sports LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
127772
Registered since
July 27, 2004

Firm profile

FINTRX

Overview

Inner Circle Sports LLC is an SEC-registered entity formed in 2004 and organized under a nonstandard legal structure (listed as "Other Types of Legal Formation"). Regulatory filings classify the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is described as a combination of a domestic entity and an individual. Public disclosures indicate the firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm has not supplied additional detail about its business activities, advisory services, or outside affiliations in the source data.

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

Owners & executives

1 of 1
  • Robert Tilliss

    Robert Tilliss

    CEOCRD 2621358

Contacts

3 of 17
  • Patrick Ryan

    CRD 8101487

  • Jennifer Dawn Tilliss

    CRD 7316950

  • Erich Mosley

    Erich Mosley

    AssociateCRD 6236162

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
3013 W Yamato Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth