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 SEC-registered since 2005. The firm is owned by an individual and is categorized in the source data as "Unclassified." The data indicates it does not identify as a capital allocator and is not flagged as an active ESG investor. The FINTRX entry does not list specific advisory activities, client segments, fee structure, or investment preferences for the firm, so there is no public detail on its stated strategy or target clients in the available filing.

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 3
  • Joseph Harch

    MemberCRD 1331665

  • 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