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Building 2ZINVEST FINANCIAL SERVICE LLC

Map pinMIAMI, FL
Phone949-309-2386
NotebookSEC #801-117145
Total AUM
$23.5M
Employees
3
Clients
925

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 BRICKELL AVENUE
SUITE 2800
MIAMI
FL 33131
United States
Operating Hours
6:00 - 4:00
Monday - Friday
Phone
949-309-2386

ReceiptFinancials

Total AUM
$23.5M
Accounts
924
Discretionary
$23.5M
Accounts
924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
924
AUM
$23.5M
HNW Individual Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
ALARAZCACOCTFLGAIDILINKSLAMAMDMIMNMONCNHNVNYOHOKPARISCTNTXUTVAWAWI

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

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