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Building 2BR CAPITAL

Map pinCORAL GABLES, FL
Phone305-448-0014
NotebookSEC #801-119785
Total AUM
$568.4M
Employees
6
Clients
369

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
BY APPOINTMENT ONLY
Monday - Friday
Phone
305-448-0014
Other Offices
1

ReceiptFinancials

Total AUM
$568.4M
Accounts
369
Discretionary
$2.9M
Accounts
27
Non-Discretionary
$565.6M
Accounts
342

ContactClients

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Individual Clients
110
AUM
$14.8M
HNW Individual Clients
106
AUM
$84.8M
Charitable Organization Clients
1
AUM
$54.1K
Corporation or Business Clients
11
AUM
$6.9M
Other Clients
141
AUM
$461.9M
Description of Other Clients
PERSONAL HOLDING COMPANIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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