Finantia USA Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 39120
- Registered since
- June 19, 1996
Firm profile
FINTRXOverview
Finantia USA Inc. is a corporate-structured entity that has been SEC-registered since 1996. Public snapshot data identify its ownership as a mix of a foreign entity and an individual, and the firm is categorized as "unclassified" rather than under a standard advisory subclass. The profile does not list any advisory activities, fee structure, or client types, and the firm is not designated as a capital allocator. The firm is not flagged as an active ESG investor, is not recorded as a multi-state adviser, and is not identified as a pension consultant or a related adviser. FINTRX notes that the firm has not provided details about its activities or affiliations, so the publicly available record is limited to registration and ownership attributes.
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
Sr. 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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