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Building 2AVENIR PRIVATE ADVISORS, LLC

Map pinMIAMI, FL
Phone+1 (305) 676 6676
NotebookSEC #801-113824
Total AUM
$130.4M
Employees
22
Clients
630

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
177 NE 44TH STREET
MIAMI
FL 33137
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
+1 (305) 676 6676
Other Offices
9

ReceiptFinancials

Total AUM
$130.4M
Accounts
630
Discretionary
$130.4M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
612
AUM
$106.7M
HNW Individual Clients
17
AUM
$23.5M
Insurance Company Clients
1
AUM
$268K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE OF FEES CHARGED BY THIRD PARTY ADVISERS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLNCNJVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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