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Building 2UNIMAR

Map pinMIAMI, FL
Phone786-245-4164
NotebookSEC #801-108974
Total AUM
$230.8M
Employees
3
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 BRICKELL AVENUE
SUITE 2160
MIAMI
FL 33131
United States
Operating Hours
9AM THRU 6PM
Monday - Friday
Phone
786-245-4164

ReceiptFinancials

Total AUM
$230.8M
Accounts
43
Discretionary
$227.1M
Accounts
39
Non-Discretionary
$3.7M
Accounts
4

ContactClients

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HNW Individual Clients
36
AUM
$46.3M
Pooled Vehicle Clients
7
AUM
$184.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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