Whitehall Capital Markets LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 158885
- Registered since
- December 12, 2012
- Website
- www.whitehallandcompany.com
Firm profile
FINTRXOverview
Whitehall Capital Markets LLC is a limited liability company registered with the SEC in 2012 and classified in the dataset as an investment bank. The filing indicates domestic ownership with individual ownership ties. The firm is not identified in the data as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The dataset also shows it is not designated as a pension consultant, related adviser, or a newly formed adviser. The source does not provide detail on fee structures, client segments, or specific advisory/business activities, so public-facing investment mandates and client service models are not described in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Michael Lau
Independent ConsultantCRD 2424827

Timothy Page
Managing PartnerCRD 2998752

Jonathan Cody
Managing DirectorCRD 4405357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, 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
- 501 West Ave
- Time zone
- ET (UTC-5)
- Office locations
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