Insperex LLC
Firm details
- Headquarters
- Delray Beach, Florida
- CRD number
- 101420
- Registered since
- April 7, 2000
- Website
- www.insperex.com
Firm profile
FINTRXOverview
Insperex LLC is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and individual stakeholders. The profile indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Public disclosures in the source are sparse: there are no line-item descriptions of client segments, fee schedules, specific business activities or advisory services. That limited transparency suggests the firm's primary public identity in the dataset is as an investment-banking entity rather than a traditional registered asset manager.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8Jeffrey Zage
Chief Executive OfficeCRD 1286688

Stephen Giles
Chief Business OfficerCRD 1850939

Arnold Busscher
Chief Administrative Officer & General CounselCRD 2213934
Contacts
3 of 177
David Lewis
Registered Sales AssistantCRD 7058940

Daniel Miceli
Vice PresidentCRD 6210581

Veronica Noel
Internal WholesalerCRD 6043388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Delray Beach, FL
Palm Beach
Location
Delray Beach, FL
Headquartered in Delray Beach, 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
- 25 Se 4th Ave
- Time zone
- ET (UTC-5)
- Office locations
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