Statetrust Investments Inc.

Broker-DealerFINRA Member
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 organized as a corporation and is identified in source material as having both domestic-entity and individual ownership. The firm is classified as "Unclassified" in the available snapshot, and public disclosures give minimal detail about its business model, advisory services, or fee arrangements. Flags in the snapshot indicate the firm does not position itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also marked as not serving in a pension-consultant capacity and not designated as a related adviser.

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

FINTRX

Contacts

FINTRX

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