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 organized as a corporation and is recorded as an SEC-registered adviser since 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. The profile indicates it is not a multi-state adviser, is not flagged as an active ESG investor, and is not described as a pension consultant or related adviser. The data set does not disclose the firm’s client types, specific advisory activities, fee structure, or investment mandates. Those omissions make it difficult to infer how the firm positions its services or what client segments it targets.

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

2 of 2
  • Joseph Turnes

    Chief Executive OfficerCRD 2023535

  • Napoleon Aponte

    Napoleon Aponte

    Chief Compliance OfficerCRD 3051313

Contacts

3 of 3
  • Jose Maya

    Regional Sales DirectorCRD 1793189

  • Jeffrey Cimbal

    Principal & FINOPCRD 2028791

  • Pierre Grant

    Pierre Grant

    TraderCRD 1133740

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