Whitehall Capital Markets LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
7
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 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

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 7
  • Michael Lau

    Independent ConsultantCRD 2424827

  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Jonathan Cody

    Jonathan Cody

    Managing DirectorCRD 4405357

Unlock 4 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