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Building 2ZEST

Map pinMIAMI, FL
Phone3053946486
NotebookSEC #801-122725
Total AUM
$90.6M
Employees
3
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVENUE, SUITE 800
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
3053946486

ReceiptFinancials

Total AUM
$90.6M
Accounts
8
Discretionary
$81M
Accounts
2
Non-Discretionary
$9.6M
Accounts
6

ContactClients

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Individual Clients
4
AUM
$2.8M
HNW Individual Clients
2
AUM
$6.8M
Pooled Vehicle Clients
2
AUM
$81M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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