FINANTIA USA INC.
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 39120
- Registered since
- June 19, 1996
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4LILIAN DEPINHO
Registered RepresentativeCRD 3038931
Shari Rothenberg
ManagerCRD 6590875
FILIPE MARQUES
Managing PrincipalCRD 6179457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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