FINANTIA USA INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
39120
Registered since
June 19, 1996

Firm profile

FINTRX

Overview

Finantia USA Inc. is an SEC-registered corporate advisory entity that has been on the SEC roster since 1996. The firm's ownership is listed as a combination of a foreign entity and an individual. Publicly reported classifications are limited: it is labeled as unclassified and is not identified as a capital allocator. The dataset indicates a narrow operating profile. Finantia USA Inc. does not report itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser. No details on client segments, fee schedules, or specific advisory activities were provided in the available record.

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 4
  • LILIAN DEPINHO

    Registered RepresentativeCRD 3038931

  • Shari Rothenberg

    ManagerCRD 6590875

  • FILIPE MARQUES

    Managing PrincipalCRD 6179457

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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, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth