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Building 2VELTRIA ADVISORS CORP.

Map pinMIAMI, FL
Phone(305) 318-7172
NotebookSEC #801-114028
Total AUM
$113.2M
Employees
6
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BRICKELL AVE
SUITE 2320
MIAMI
FL 33131
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(305) 318-7172

ReceiptFinancials

Total AUM
$113.2M
Accounts
17
Discretionary
$113.2M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3.2M
HNW Individual Clients
10
AUM
$110M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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