SW ITERAM US ADVISORS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
332623
Registered since
August 7, 2024

Firm profile

FINTRX

Overview

SW Iteram US Advisors is organized as a limited liability company and is registered with the SEC in 2024. Public disclosures about the firm’s business model and client base are sparse: FINTRX classifies it as “Unclassified,” and the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Ownership is listed as a mix of a domestic entity and an individual. The firm has not provided further detail on its advisory activities or affiliations.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Thais Gruenwald Gaspar

    Investment Adviser RepresentativeCRD 7163807

  • CLAUDIO SCHREIER

    Managing DirectorCRD 7968620

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth