IDB Capital Corp.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
61
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
106032
Registered since
May 10, 2001

Firm profile

FINTRX

Overview

IDB Capital Corp. is organized as a corporation with ownership identified as a combination of a domestic entity and an individual. The firm is classified as "unclassified" and is not designated as a capital allocator. It does not identify as an active ESG investor and is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser.

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

3 of 5
  • Daniel G Roberts

    Daniel G Roberts

    Chief Risk OfficerCRD 6986015

  • Timothy Treble

    Timothy Treble

    Chief Compliance OfficerCRD 1699773

  • Alex Polshikov

    Alex Polshikov

    Chief Investment OfficerCRD 5118208

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Contacts

3 of 56
  • Jose De La Rosa Garcia

    Jose De La Rosa Garcia

    Registered RepresentativeCRD 5657473

  • Jamie Gunzburg

    Jamie Gunzburg

    Registered RepresentativeCRD 3000918

  • Addie Dorfman

    Addie Dorfman

    First Vice PresidentCRD 6911301

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1114 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth