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Building 2LION CAPITAL ADVISORS LLC

Map pinMIAMI, FL
Phone305-849-5222
NotebookSEC #801-117427
Total AUM
$94.8M
Employees
3
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 BRICKELL AVE.
SUITE 1480
MIAMI
FL 33131
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
305-849-5222

ReceiptFinancials

Total AUM
$94.8M
Accounts
31
Discretionary
$94.8M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$200.5K
HNW Individual Clients
12
AUM
$12.4M
Charitable Organization Clients
1
AUM
$1.4M
Investment Advisor Clients
7
AUM
$17.5M
Corporation or Business Clients
10
AUM
$63.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

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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