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Building 2AMICORP WEALTH SERVICES

Map pinMIAMI, FL
Phone(786) 8421075
NotebookSEC #801-125013
Total AUM
$188.5M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 BISCAYNE BOULEVARD
SUITE 501
MIAMI
FL 33137
United States
Operating Hours
9 AM - 5PM
BY APPOINTMENT
Phone
(786) 8421075

ReceiptFinancials

Total AUM
$188.5M
Accounts
13
Discretionary
$18M
Accounts
9
Non-Discretionary
$170.5M
Accounts
4

ContactClients

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Individual Clients
2
AUM
$992.9K
Banking Clients
2
AUM
$169.5M
Corporation or Business Clients
9
AUM
$18M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING AND CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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