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Building 2AZZENDO WEALTH ADVISORS

Map pinCORAL GABLES, FL
Phone305-648-9814
NotebookSEC #801-110395
Total AUM
$300.1M
Employees
7
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 PONCE DE LEON BLVD.
SUITE 501
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
305-648-9814

ReceiptFinancials

Total AUM
$300.1M
Accounts
642
Discretionary
$287.6M
Accounts
632
Non-Discretionary
$12.5M
Accounts
10

ContactClients

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Individual Clients
161
AUM
$61M
HNW Individual Clients
77
AUM
$233M
Pension/Profit Sharing Plan Clients
5
AUM
$6M
Charitable Organization Clients
2
AUM
$34.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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