Schlitt Investor Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Vero Beach, Florida
CRD number
16071
Registered since
October 18, 1985

Firm profile

FINTRX

Overview

Schlitt Investor Services, Inc. is an individually owned corporate advisory entity with limited public disclosure about its business model or investment approach. The firm's regulatory snapshot classifies it as "Unclassified" and the available records do not describe its advisory activities, fee schedule, or client segments. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. It is also not listed as a newly formed adviser. Beyond those status markers, there are no published details about portfolio construction, target markets, or product use.

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

Vero Beach, FL

Indian River

Location

Vero Beach, FL

Headquartered in Vero 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
Indian River
Address
1717 Indian River Blvd
Time zone
ET (UTC-5)
Office locations

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