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 has been registered with the SEC since 2001. The firm is identified as a domestic entity with individual ownership and is classified in source records as "Unclassified." Public disclosures about the firm’s business activities, client base, advisory services, and affiliations are minimal; the firm has not provided descriptive materials or a public profile in the source data. Operational attributes captured in the snapshot indicate the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, was not newly formed at the time of registration, and is not recorded as a pension consultant or related adviser.
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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