Whitehall Capital Markets LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
158885
Registered since
December 12, 2012

Firm profile

FINTRX

Overview

Whitehall Capital Markets LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2012. The firm is classified as an investment bank rather than a traditional registered investment adviser, and ownership is listed as a mix of a domestic entity and an individual. Public filings and the provided snapshot contain minimal detail about client types, fee schedules, or specific advisory activities. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not described as a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

3 of 6
  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Kathy Sipinick

    Principal Operations OfficerCRD 3248100

  • Jonathan Cody

    Jonathan Cody

    Managing DirectorCRD 4405357

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth