Transpacific Group LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
143869
Registered since
September 7, 2007

Firm profile

FINTRX

Overview

Transpacific Group LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2007. The firm is listed as individually owned and is classified in the dataset as Unclassified. Several operational flags in the record are negative: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The public extract contains limited detail about the firm’s client segments, fee schedule, and core advisory activities. The available data does not include descriptions of investment mandates, service lines, or target client types.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Gergana Ruff

    Gergana Ruff

    Chief Compliance Officer & Chief Operating OfficerCRD 6136242

Contacts

3 of 10
  • Gabriela Gomez

    Gabriela Gomez

    DirectorCRD 6726235

  • James Doherty

    James Doherty

    Principal Operations OfficerCRD 4197747

  • Mark Mason

    Senior Managing DirectorCRD 4847417

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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
150 Se 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth