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Building 2XP ADVISORY US, INC.

Map pinMIAMI, FL
Phone786-725-5983
NotebookSEC #801-114590
Total AUM
$792.3M
Employees
34
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 BRICKELL AVENUE
STE 1350
MIAMI
FL 33131
United States
Operating Hours
9AM-6PM EST
Monday - Friday
Phone
786-725-5983
Other Offices
1

ReceiptFinancials

Total AUM
$792.3M
Accounts
258
Discretionary
$721.3M
Accounts
212
Non-Discretionary
$71M
Accounts
46

ContactClients

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HNW Individual Clients
82
AUM
$97.1M
Pooled Vehicle Clients
11
AUM
$448.6M
Corporation or Business Clients
165
AUM
$246.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSOLIDATION/REPORTING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
% OF ASSETS UNDER CONSOLIDATION; THIRD-PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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