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Building 2HARBOR ITHAKA

Map pinAVENTURA, FL
Phone305-755-7600
NotebookSEC #801-113143
Total AUM
$171.2M
Employees
7
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19505 BISCAYNE BOULEVARD
SUITE 2350
AVENTURA
FL 33180
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
305-755-7600

ReceiptFinancials

Total AUM
$171.2M
Accounts
70
Discretionary
$137.1M
Accounts
54
Non-Discretionary
$34M
Accounts
16

ContactClients

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HNW Individual Clients
33
AUM
$64M
Pooled Vehicle Clients
10
AUM
$107.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

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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