Statetrust Investments Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 104651
- Registered since
- April 25, 2001
Firm profile
FINTRXOverview
Statetrust Investments Inc. is organized as a corporation and is recorded as an SEC-registered adviser since 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. The profile indicates it is not a multi-state adviser, is not flagged as an active ESG investor, and is not described as a pension consultant or related adviser. The data set does not disclose the firm’s client types, specific advisory activities, fee structure, or investment mandates. Those omissions make it difficult to infer how the firm positions its services or what client segments it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Joseph Turnes
Chief Executive OfficerCRD 2023535

Napoleon Aponte
Chief Compliance OfficerCRD 3051313
Contacts
3 of 3Jose Maya
Regional Sales DirectorCRD 1793189
Jeffrey Cimbal
Principal & FINOPCRD 2028791

Pierre Grant
TraderCRD 1133740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, 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
- Palm Beach
- Address
- 1750 Clint Moore Rd
- Time zone
- ET (UTC-5)
- Office locations
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