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FIRM PROFILE
Overview
STATETRUST INVESTMENTS INC. is located at 1750 Clint Moore Road, Boca Raton, FL 33487 and was first established at Florida, Delaware in 04/14/2000. After operating for 26 years, STATETRUST INVESTMENTS INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STATETRUST INVESTMENTS INC.’s clients are individuals and 0% of their clients are high net worth individuals. STATETRUST INVESTMENTS INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STATETRUST INVESTMENTS INC. are registered to handle securities or provide financial advice. The firm has 7 disclosures, 7 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STATETRUST INVESTMENTS INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STATETRUST INVESTMENTS INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for STATETRUST INVESTMENTS INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1750 Clint Moore Road, Boca Raton, FL 33487
1750 Clint Moore Road, Boca Raton, FL 33487
Small
(305) 921-8100
Delaware since 04/14/2000
Corporation
December
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Advisor's working at STATETRUST INVESTMENTS INC.
Jose Leon Maya
Joseph Luis Turnes
Jeffrey Wayne Cimbal
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