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Building 2HOLDUN FAMILY OFFICE LLC

Map pinMIAMI, FL
Phone561-373-3309
NotebookSEC #801-115046
Total AUM
$114.5M
Employees
4
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2125 BISCAYNE BLVD
SUITE 324
MIAMI
FL 33137
United States
Operating Hours
9:00 AM TO 4 PM
Monday - Friday
Phone
561-373-3309

ReceiptFinancials

Total AUM
$114.5M
Accounts
48
Discretionary
$28.6M
Accounts
20
Non-Discretionary
$85.9M
Accounts
28

ContactClients

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HNW Individual Clients
15
AUM
$17.6M
Corporation or Business Clients
16
AUM
$55.6M
Other Clients
17
AUM
$41.4M
Description of Other Clients
TRUSTS/UTMA/JTWROS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FIXED FEE PAYABLE QUARTERLY

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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