PEI Global Partners LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
297979
Registered since
October 25, 2018

Firm profile

FINTRX

Overview

PEI Global Partners LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (since 2018) and its ownership is recorded as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not include descriptions of the firm’s advisory activities, fee structure, or client segments.

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
  • Benjamin Gray

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

Contacts

3 of 48
  • John Bills

    John Bills

    PartnerCRD 3103616

  • Kathy Sipinick

    Kathy Sipinick

    FinOpCRD 3248100

  • Kevin Phillips

    Kevin Phillips

    Managing PartnerCRD 4256473

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1001 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth