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 recorded as an SEC-registered adviser with a 2024 registration year. The firm is individually owned and is listed in the data as an unclassified adviser. The dataset indicates the firm is not a capital allocator, does not self-identify as an active ESG investor, is not designated a multi-state adviser, and is not a pension consultant or related adviser. The firm is not flagged as a newly formed adviser despite the 2024 registration year. The source material does not supply descriptions of the firm's target client segments, fee schedule, investment philosophy, or specific advisory activities.

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

    FinOpCRD 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth