Inverness Securities, LLC

Overview

Inverness Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2004. Public records in FINTRX present the firm as unclassified and list ownership that includes both a domestic entity and an individual. The profile provides very little detail about the firm’s advisory model, fee structure, client mix or day-to-day business activities. FINTRX flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, not a pension consultant, not a related adviser, and not a multi-state adviser.

Assets & Accounts

Location & Offices