Inverness Securities, LLC

Overview

Inverness Securities, LLC is organized as a limited liability company and is SEC-registered (first registered in 2004). The firm’s ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator. The record also notes the firm is not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX did not provide detail about the firm’s advisory activities, fee structure, client types, or business lines.

Assets & Accounts

Location & Offices