HWJ Capital Partners II, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
132135
Registered since
January 4, 2005

Firm profile

FINTRX

Overview

HWJ Capital Partners II, LLC is organized as a limited liability company and has been registered with the SEC since 2005. Ownership is listed as an individual rather than a corporate or institutional owner. The firm is classified as unclassified in available records and is not identified as a capital allocator. It is not marked as an active ESG investor, nor as a multi-state or newly formed adviser. The firm is also not recorded as a pension consultant or as a related adviser. Available summary fields for client types, fee schedules, business activities and specific advisory services were not provided in the source data.

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

Owners & executives

1 of 1
  • Joseph Harch

    Chief Executive OfficerCRD 1331665

Contacts

2 of 2
  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • Steven Villanueva

    CRD 5515985

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
7400 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth