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Building 2CERES GLOBAL ADVISORY

Map pinCORAL GABLES, FL
Phone305-532-9229
NotebookSEC #801-114629
Total AUM
$215.1M
Employees
12
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 S. DOUGLAS RD.
SUITE PH-10
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305-532-9229

ReceiptFinancials

Total AUM
$215.1M
Accounts
81
Discretionary
$150.8M
Accounts
78
Non-Discretionary
$64.3M
Accounts
3

ContactClients

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Individual Clients
63
AUM
$45.6M
HNW Individual Clients
18
AUM
$169.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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