Iwpf Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
328645
Registered since
October 21, 2024

Firm profile

FINTRX

Overview

Iwpf Securities LLC is organized as a limited liability company and is registered with the SEC as of 2024. Ownership is held by an individual and the firm is classified as unclassified in the source data. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has provided limited public detail about its advisory activities, investment mandate, or client segments in the available profile.

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

1 of 1
  • Robert Brito

    Managing Partner and Chief Compliance OfficerCRD 2465126

Contacts

3 of 3
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Christian Briker

    MemberCRD 7732280

  • Christopher George

    Christopher George

    ControllerCRD 6084415

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami 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
Miami Dade
Address
429 Lenox Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth