Inverness Securities, LLC

Overview

Inverness Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2004. FINTRX classifies the firm as unclassified and lists ownership that includes both a domestic entity and an individual. The snapshot on file contains limited operating detail, which constrains what can be said about the firm’s client focus or service model. The record indicates several negative flags about typical advisory activities: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not flagged as a pension consultant or related adviser. Those entries suggest Inverness Securities is not operating in a traditional discretionary investment-manager role, or at least is not reporting activity consistent with those classifications to the data provider.

Assets & Accounts

Investments & Alternatives

Location & Offices