Statetrust Investments Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 104651
- Registered since
- April 25, 2001
Firm profile
FINTRXOverview
Statetrust Investments Inc. is a corporate entity that has been SEC-registered since 2001. Public disclosures captured in the FINTRX snapshot are sparse: the firm is listed as owned by a domestic entity and an individual and is categorized as "Unclassified" for its advisory type. The profile indicates it is not a capital allocator, is not active on ESG criteria, and is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed advisory firm. Beyond those high-level attributes, the firm has not provided detail on its advisory services, investment mandate, fee arrangements, or specific client segments. The absence of operating and strategy descriptions in the available record makes it difficult to characterize Statetrust Investments Inc.’s market positioning or core competencies.
Assets & Accounts
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 2
Napoleon Aponte
Chief Compliance OfficerCRD 3051313
Joseph Turnes
Chief Executive OfficerCRD 2023535
Contacts
3 of 3
Pierre Grant
TraderCRD 1133740
Jose Maya
Regional Sales DirectorCRD 1793189
Jeffrey Cimbal
Principal & FINOPCRD 2028791
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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