Inverness Securities, LLC

Overview

Inverness Securities, LLC is organized as a limited liability company and is listed with ownership described as a mix of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and the publicly available profile provides minimal detail about business lines or client segments. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Additional status flags in the snapshot show the firm is not designated as a multistate adviser, newly formed adviser, pension consultant, or related adviser. Core items that typically describe a wealth manager — client types, fee structure, and advisory activities — are not disclosed in the source data.

Assets & Accounts

Location & Offices