STATETRUST INVESTMENTS INC.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 104651
- Registered since
- April 25, 2001
Firm profile
FINTRXOverview
Statetrust Investments Inc. is organized as a corporation and has been SEC-registered since 2001. Ownership is described as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than assigning it to a common RIA subtype. The dataset indicates the firm does not act as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2NAPOLEON APONTE
Chief Compliance OfficerCRD 3051313
JOSEPH TURNES
Chief Executive OfficerCRD 2023535
Contacts
3 of 3PIERRE GRANT
TraderCRD 1133740
JOSE MAYA
Regional Sales DirectorCRD 1793189
JEFFREY CIMBAL
Principal & FINOPCRD 2028791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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