Nuorion Capital

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
315811
Registered since
July 13, 2022

Firm profile

FINTRX

Overview

Nuorion Capital is organized as a limited liability company and is listed as SEC-registered in 2022. Ownership is described as a combination of a domestic entity and an individual; the firm is classified as unclassified within the FINTRX snapshot. The profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. It also is not identified as a multi-state adviser, pension consultant, or related adviser. Publicly available details in the FINTRX record are sparse: fields for client base, fee structure, business activities, and advisory activities are not populated in the source document. That limited disclosure constrains a clearer read on the firm’s target clients, fee model, and day-to-day advisory focus.

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

1 of 1
  • Marie Katz

    Marie Katz

    Chief Financial OfficerCRD 2457660

Contacts

3 of 6
  • Guy Phillips

    Guy Phillips

    Founder and Managing MemberCRD 2055846

  • Alexander Phillips

    Alexander Phillips

    Senior AnalystCRD 7394728

  • John Duffy

    John Duffy

    PartnerCRD 1742720

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
495 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth