Whitehall Capital Markets LLC

Broker-DealerFINRA MemberEst. 2012
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 in the snapshot as an investment bank. The firm shows SEC registration dating to 2012 and is listed as owned by a domestic entity/individual. The FINTRX profile indicates it does not act as a capital allocator, is not a multi-state adviser, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Public disclosure in the snapshot is thin on client types, fee structures, or specific advisory and business activities. The available data points suggest the firm operates on the investment-banking side of the industry rather than as an asset manager or wealth manager that oversees client portfolios.

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

Contacts

3 of 6
  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Kathy Sipinick

    Kathy Sipinick

    FinOpCRD 3248100

  • Jonathan Cody

    Jonathan Cody

    Managing DirectorCRD 4405357

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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