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Building 2DHODY INVESTMENT GROUP

Map pinMIAMI BEACH, FL
Phone(305) 433-4250
NotebookSEC #801-123591
Total AUM
$341.4M
Employees
4
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2340 COLLINS AVENUE
SUITE 604
MIAMI BEACH
FL 33139
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(305) 433-4250

ReceiptFinancials

Total AUM
$341.4M
Accounts
24
Discretionary
$341.4M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$197.1K
HNW Individual Clients
22
AUM
$341.2M
Corporation or Business Clients
1
AUM
$23.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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