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 recorded as a mix of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not marked as a capital allocator, pension consultant, related adviser, or a multi-state adviser. It is also not identified as an active ESG investor and is not categorized as a newly formed adviser. The dataset supplied does not include descriptions of the firm’s advisory services, client segments, fee model, or specific business activities, so there is limited public detail about how the firm positions itself in the market or the services it delivers.
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 2
Napoleon Aponte
Chief Compliance OfficerCRD 3051313
Joseph Turnes
Chief Executive OfficerCRD 2023535
Contacts
3 of 3
Pierre 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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