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Building 2CLOCKWISE CAPITAL LLC

Map pinMIAMI, FL
Phone(305) 200-8800
NotebookSEC #801-123024
Total AUM
$71.5M
Employees
3
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVE
UNIT 800
MIAMI
FL 33131
United States
Operating Hours
8:00AM-6:00PM
BY APPOINTMENT ONLY
Phone
(305) 200-8800
Other Offices
2

ReceiptFinancials

Total AUM
$71.5M
Accounts
151
Discretionary
$71.5M
Accounts
151
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$20.5M
Investment Advisor Clients
149
AUM
$51M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
THIRD PARTY MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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

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