Iwpf Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
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 listed as SEC-registered in 2024. Ownership is indicated as individual rather than institutional or corporate, and the firm is categorized as unclassified in the available filing. The public record for the firm provides minimal operational detail: there are no entries for client segmentation, fee schedules, core business activities, or advisory offerings. On investment posture, the firm is marked as not being a capital allocator and not an active ESG investor. The filing also indicates it is not registered as a multi-state adviser, not positioned as a pension consultant, and not identified as a related adviser to another registered entity. Those flags, combined with the sparse disclosure on services, suggest a limited public footprint and limited registered advisory activity to date.

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

2 of 2
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Christian Briker

    MemberCRD 7732280

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth