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Building 2GOI

Map pinMIAMI, FL
Phone917-497-4191
NotebookSEC #801-123654
Total AUM
$63.6M
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BRICKELL AVENUE
8TH FLOOR
MIAMI
FL 33131
United States
Operating Hours
9:00 - 5:00 EST
Monday - Friday
Phone
917-497-4191
Other Offices
1

ReceiptFinancials

Total AUM
$63.6M
Accounts
124
Discretionary
$62.1M
Accounts
93
Non-Discretionary
$1.5M
Accounts
31

ContactClients

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Individual Clients
16
AUM
$3.5M
HNW Individual Clients
27
AUM
$60.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges 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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