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 adviser registry with an initial registration year of 2021. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available dataset. Available filings and the dataset indicate a narrow public profile: the firm is not identified as a capital allocator, is not active on ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The source does not provide specifics about fee schedules, target client segments, or the firm’s advisory activities.

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

    Jonathan Fiorello

    Founder, Registered RepresentativeCRD 3102540

  • Enrique Alvarez

    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