UTILITY CAPITAL PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
CHATTANOOGA, Tennessee
CRD number
312158
Registered since
July 27, 2021

Firm profile

FINTRX

Overview

Utility Capital Partners, LLC is organized as a limited liability company and appears on the SEC register in 2021. Ownership is recorded as a domestic entity alongside an individual owner. The firm’s FINTRX profile contains minimal descriptive detail about its business lines: fields for client types, fee structure, business activities and advisory services are not populated. Operational flags on the profile indicate the firm is not identified as a capital allocator, pension consultant, or related adviser. It is also not marked as an active ESG investor, not designated a multistate adviser, and not flagged as a newly formed adviser despite its 2021 SEC registration. The regulatory classification on the snapshot is listed as unclassified.

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

Contacts

2 of 2
  • Jonathan Fiorello

    Founder, Registered RepresentativeCRD 3102540

  • Enrique Alvarez

    FinOpCRD 4622342

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHATTANOOGA, TN

HAMILTON

Location

CHATTANOOGA, TN

Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
HAMILTON
Address
503 Young Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth