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Building 2EKANTA WEALTH ADVISORS LLC

Map pinCOCONUT GROVE, FL
Phone305-882-9240
NotebookSEC #801-115217
Total AUM
$306.7M
Employees
7
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2665 SOUTH BAYSHORE DRIVE
SUITE 430
COCONUT GROVE
FL 33133
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
305-882-9240

ReceiptFinancials

Total AUM
$306.7M
Accounts
52
Discretionary
$0
Accounts
0
Non-Discretionary
$306.7M
Accounts
52

ContactClients

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HNW Individual Clients
16
AUM
$77.3M
Corporation or Business Clients
36
AUM
$229.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly 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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