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Building 2KAUFMAN ROSSIN WEALTH, LLC

Map pinMIAMI, FL
Phone305-646-6071
NotebookSEC #801-122845
Total AUM
$506.7M
Employees
11
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3310 MARY STREET
SUITE 501
MIAMI
FL 33133
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
305-646-6071
Other Offices
2

ReceiptFinancials

Total AUM
$506.7M
Accounts
520
Discretionary
$506.7M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$86M
HNW Individual Clients
98
AUM
$352.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
1
AUM
$447.2K
Corporation or Business Clients
7
AUM
$65.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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