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Building 2RM PRIVATE WEALTH MANAGEMENT

Map pinMIAMI, FL
Phone571-332-7618
NotebookSEC #801-118937
Total AUM
$340.9M
Employees
1
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BRICKELL AVE
SUITE 800
MIAMI
FL 33131
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
571-332-7618

ReceiptFinancials

Total AUM
$340.9M
Accounts
185
Discretionary
$340.9M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
71
AUM
$340.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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