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 registered with the SEC and organized as a limited liability company; its registration year is 2012. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is recorded as a combination of a domestic entity and individual owners. The firm does not appear in FINTRX as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available disclosures do not include typical advisory or fee-structure details, which aligns with its classification as an investment bank and suggests its primary activities are likely advisory, capital markets or distribution-focused rather than discretionary wealth management.
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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