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Building 2ADVISORY INVESTOR SERVICES LLC

Map pinMIAMI, FL
Phone786-462-6044
NotebookSEC #801-122774
Total AUM
$209.9M
Employees
12
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 BRICKELL AVENUE
SUITE 250
MIAMI
FL 33131
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
786-462-6044
Other Offices
2

ReceiptFinancials

Total AUM
$209.9M
Accounts
231
Discretionary
$153.8M
Accounts
195
Non-Discretionary
$56.1M
Accounts
36

ContactClients

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Individual Clients
87
AUM
$31.5M
HNW Individual Clients
44
AUM
$32.5M
Other Clients
58
AUM
$145.8M
Description of Other Clients
PHCS AND PASS THROUGH ENTITIES

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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