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 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

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 5
  • Michael Lau

    Independent ConsultantCRD 2424827

  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Nicholas Piccinich

    Nicholas Piccinich

    InternCRD 8001527

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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