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Building 2FOUNDERS FAMILY OFFICE

Map pinMIAMI, FL
Phone305 650-2997
NotebookSEC #801-123712
Total AUM
$1.1B
Employees
17
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
98 SE 7TH ST
SUITE 620
MIAMI
FL 33131
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305 650-2997

ReceiptFinancials

Total AUM
$1.1B
Accounts
243
Discretionary
$0
Accounts
0
Non-Discretionary
$1.1B
Accounts
243

ContactClients

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HNW Individual Clients
8
AUM
$1.1B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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