Inverness Securities, LLC
Broker-DealerFINRA Member
Total AUM
—
Advisory reps
38
Avg account
$0
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 129914
- Registered since
- April 12, 2004
Firm profile
FINTRXOverview
Inverness Securities, LLC is organized as a limited liability company and listed as a domestic entity. The firm's classification in the available data is "unclassified." The record indicates it does not serve as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is also flagged as not being a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6060 Parkland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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