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Building 2CIBEST CAPITAL ADVISORY SERVICES LLC

Map pinMIAMI, FL
Phone786-551-9122
NotebookSEC #801-123719
Total AUM
$374.8M
Employees
7
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 BRICKELL AVENUE
SUITE 2010
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
786-551-9122

ReceiptFinancials

Total AUM
$374.8M
Accounts
462
Discretionary
$267M
Accounts
444
Non-Discretionary
$107.9M
Accounts
18

ContactClients

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Individual Clients
244
AUM
$63.2M
HNW Individual Clients
7
AUM
$6.2M
Banking Clients
1
AUM
$52.1M
Charitable Organization Clients
2
AUM
$8M
Corporation or Business Clients
208
AUM
$245.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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