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 organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2012. According to the FINTRX snapshot, Whitehall does not act as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser, pension consultant, or related adviser. Ownership is recorded as a mix of a domestic entity and an individual, but the firm has not supplied additional detail on its advisory, business, or client-facing activities in the FINTRX entry.
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 5Michael Lau
Independent ConsultantCRD 2424827
Timothy Page
Managing PartnerCRD 2998752
Nicholas Piccinich
InternCRD 8001527
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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