Statetrust Investments Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
104651
Registered since
April 25, 2001

Firm profile

FINTRX

Overview

Statetrust Investments Inc. is a corporate entity that has been SEC-registered since 2001. Public disclosures captured in the FINTRX snapshot are sparse: the firm is listed as owned by a domestic entity and an individual and is categorized as "Unclassified" for its advisory type. The profile indicates it is not a capital allocator, is not active on ESG criteria, and is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed advisory firm. Beyond those high-level attributes, the firm has not provided detail on its advisory services, investment mandate, fee arrangements, or specific client segments. The absence of operating and strategy descriptions in the available record makes it difficult to characterize Statetrust Investments Inc.’s market positioning or core competencies.

Assets & Accounts

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

2 of 2
  • Napoleon Aponte

    Napoleon Aponte

    Chief Compliance OfficerCRD 3051313

  • Joseph Turnes

    Chief Executive OfficerCRD 2023535

Contacts

3 of 3
  • Pierre Grant

    Pierre Grant

    TraderCRD 1133740

  • Jose Maya

    Regional Sales DirectorCRD 1793189

  • Jeffrey Cimbal

    Principal & FINOPCRD 2028791

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
1750 Clint Moore Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth