Iwpf Securities LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 328645
- Registered since
- October 21, 2024
Firm profile
FINTRXOverview
Iwpf Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a 2024 registration year. The firm is individually owned and is listed in the data as an unclassified adviser. The dataset indicates the firm is not a capital allocator, does not self-identify as an active ESG investor, is not designated a multi-state adviser, and is not a pension consultant or related adviser. The firm is not flagged as a newly formed adviser despite the 2024 registration year. The source material does not supply descriptions of the firm's target client segments, fee schedule, investment philosophy, or specific advisory activities.
Assets & Accounts
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
1 of 1Robert Brito
Managing Partner and Chief Compliance OfficerCRD 2465126
Contacts
3 of 3
Kenneth George
FinOpCRD 2643369
Christian Briker
MemberCRD 7732280

Christopher George
FinOpCRD 6084415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami 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
- Miami Dade
- Address
- 429 Lenox Ave
- Time zone
- ET (UTC-5)
- Office locations
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