PREVAIL CAPITAL LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
NAPLES, Florida
CRD number
141322
Registered since
January 9, 2007

Firm profile

FINTRX

Overview

Prevail Capital LLC is organized as a limited liability company and is recorded as SEC-registered since 2007. Publicly available directory data identifies the ownership structure as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the source dataset and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not provide descriptions of the firm's advisory activities, investment focus, or client segments.

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
  • LISA HULME

    President and CEOCRD 6113324

Contacts

3 of 4
  • BO IRENE SHEN

    Registered RepresentativeCRD 4363029

  • NICHOLAS HULME

    Registered RepresentativeCRD 6437708

  • ALEXANDER HULME

    Registered RepresentativeCRD 6437723

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
7693 Citrus Hill Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth