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Building 2AVORY & CO.

Map pinMIAMI, FL
Phone305-306-9494
NotebookSEC #801-114763
Total AUM
$353.2M
Employees
3
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2665 S BAYSHORE DR.
UNIT 307
MIAMI
FL 33133
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
305-306-9494

ReceiptFinancials

Total AUM
$353.2M
Accounts
125
Discretionary
$142.6M
Accounts
120
Non-Discretionary
$210.6M
Accounts
5

ContactClients

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Individual Clients
56
AUM
$33.8M
HNW Individual Clients
41
AUM
$92.4M
Corporation or Business Clients
28
AUM
$227M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNHPRTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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