Inte Securities LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
78
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
47107
Registered since
October 18, 1999

Firm profile

FINTRX

Overview

Inte Securities LLC is organized as a limited liability company and is classified as an investment bank. The firm’s SEC registration dates to 1999 and ownership is recorded as individual. Publicly available metadata indicates that Inte Securities does not operate as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, nor is it identified as a pension consultant or a related adviser. Disclosure about the firm’s client types, fee structure, advisory services or specific business activities was not provided in the source dataset, which constrains a deeper read on product scope or target client segments.

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 10
  • James Mac Intyre

    James Mac Intyre

    Managing Director, Chief Investment OfficerCRD 4739791

  • John Cattau

    John Cattau

    Chief Administrative Officer and Managing DirectorCRD 1677637

  • Robert Winkelmann

    Robert Winkelmann

    Managing Partner and Chief Executive OfficerCRD 1971695

Unlock 7 more executives →

Contacts

3 of 68
  • Jeffrey Bottom

    Jeffrey Bottom

    Director of Business DevelopmentCRD 3143733

  • Ralph Fogel

    Ralph Fogel

    PartnerCRD 1367451

  • Hillyer Kemp

    CRD 267441

Unlock 65 more contacts →

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
7000 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth