I-Bankers Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
41352
Registered since
September 9, 1996

Firm profile

FINTRX

Overview

I-Bankers Securities, Inc. is an individually owned corporate entity that identifies itself as an investment bank. The firm’s disclosures indicate it does not act as a capital allocator and does not position itself as an active ESG investor. It also is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Publicly available details do not include the firm’s client segments, fee schedule, or specific business and advisory activities, which limits visibility into its service mix (for example, whether it focuses on underwriting, M&A advisory, corporate finance, or private placements).

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

FINTRX

Contacts

FINTRX

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
1200 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth