Whitehall Capital Markets LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
158885
Registered since
December 12, 2012

Firm profile

FINTRX

Overview

Whitehall Capital Markets LLC is organized as a limited liability company and is classified as an investment bank. The firm's ownership is listed as a combination of a domestic entity and an individual, which typically indicates a privately held, closely controlled structure rather than a public or broadly held partnership. Available metadata indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor. Public-facing details about the firm’s business lines, advisory activities, and client segments were not provided in the source material. Other registry-type flags show it is not designated as a multi-state adviser, not described as a pension consultant, and not marked as a related adviser or a newly formed adviser.

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

Contacts

3 of 6
  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Kathy Sipinick

    Principal Operations OfficerCRD 3248100

  • Jonathan Cody

    Jonathan Cody

    Managing DirectorCRD 4405357

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, 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
Miami Dade
Address
501 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth