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Building 2IFB WEALTH MANAGEMENT LLC

Map pinMIAMI, FL
Phone305-329-1520
NotebookSEC #801-117624
Total AUM
$108.9M
Employees
9
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 SW 37TH AVENUE
6TH FLOOR
MIAMI
FL 33135
United States
Operating Hours
8-5
Monday - Friday
Phone
305-329-1520
Other Offices
1

ReceiptFinancials

Total AUM
$108.9M
Accounts
64
Discretionary
$11.8M
Accounts
28
Non-Discretionary
$97.2M
Accounts
36

ContactClients

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Individual Clients
25
AUM
$5.5M
HNW Individual Clients
10
AUM
$12M
Banking Clients
1
AUM
$74.7M
Pension/Profit Sharing Plan Clients
1
AUM
$354.8K
Corporation or Business Clients
18
AUM
$16.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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