Insperex LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
185
Avg account
$0

Firm details

Headquarters
Delray Beach, Florida
CRD number
101420
Registered since
April 7, 2000

Firm profile

FINTRX

Overview

Insperex LLC is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and individual stakeholders. The profile indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Public disclosures in the source are sparse: there are no line-item descriptions of client segments, fee schedules, specific business activities or advisory services. That limited transparency suggests the firm's primary public identity in the dataset is as an investment-banking entity rather than a traditional registered asset manager.

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 8
  • Jeffrey Zage

    Chief Executive OfficeCRD 1286688

  • Stephen Giles

    Stephen Giles

    Chief Business OfficerCRD 1850939

  • Arnold Busscher

    Arnold Busscher

    Chief Administrative Officer & General CounselCRD 2213934

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Contacts

3 of 177
  • David Lewis

    David Lewis

    Registered Sales AssistantCRD 7058940

  • Daniel Miceli

    Daniel Miceli

    Vice PresidentCRD 6210581

  • Veronica Noel

    Veronica Noel

    Internal WholesalerCRD 6043388

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Delray Beach, FL

Palm Beach

Location

Delray Beach, FL

Headquartered in Delray Beach, 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
25 Se 4th Ave
Time zone
ET (UTC-5)
Office locations

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