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Building 2OHIGGINS ASSET MANAGEMENT INC

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Phone305-861-1883
NotebookSEC #801-119691
Total AUM
$194.8M
Employees
3
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT/VARIABLE
BY APPOINTMENT/VARIABLE
Phone
305-861-1883

ReceiptFinancials

Total AUM
$194.8M
Accounts
49
Discretionary
$83.6M
Accounts
48
Non-Discretionary
$111.3M
Accounts
1

ContactClients

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Individual Clients
29
AUM
$4.6M
HNW Individual Clients
13
AUM
$10.5M
Charitable Organization Clients
1
AUM
$111.3M
Corporation or Business Clients
6
AUM
$68.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
FLNY

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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