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Building 2MERIDIANA

Map pinCORAL GABLES, FL
Phone305-448-0014
NotebookSEC #801-117687
Total AUM
$441.9M
Employees
5
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305-448-0014
Other Offices
1

ReceiptFinancials

Total AUM
$441.9M
Accounts
152
Discretionary
$0
Accounts
0
Non-Discretionary
$441.9M
Accounts
152

ContactClients

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HNW Individual Clients
7
AUM
$441.9M
Corporation or Business Clients
3
AUM
$0

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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