Investifi Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
289604
Registered since
March 21, 2018

Firm profile

FINTRX

Overview

Investifi Securities LLC is organized as a limited liability company with ownership tied to both a domestic corporate entity and an individual. The firm's record in the provided dataset is categorized as "unclassified." The profile data indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Information about its fee schedule, specific advisory services, client focus, or investment process was not included in the material supplied.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
136 4th St N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth