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 SEC-registered as of 2024. The firm is individually owned and is listed in the dataset with an "unclassified" adviser designation. The record indicates the firm does not act as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The dataset does not include details on client segments, fee schedules, 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

2 of 2
  • KENNETH GEORGE

    FinOpCRD 2643369

  • CHRISTIAN BRIKER

    MemberCRD 7732280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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