SW ITERAM US ADVISORS
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 332623
- Registered since
- August 7, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Thais Gruenwald Gaspar
Investment Adviser RepresentativeCRD 7163807
CLAUDIO SCHREIER
Managing DirectorCRD 7968620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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