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OCTOGONE NA
MIAMI, FL
305-677-9559
SEC #801-126432Total AUM
$469.7M
Employees
6Clients
97Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1395 BRICKELL AVENUE
SUITE 1180
MIAMI
FL 33131
United States
SUITE 1180
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
305-677-9559
Financials
Total AUM
$469.7M
Accounts
97Discretionary
$238.8M
Accounts
56Non-Discretionary
$230.9M
Accounts
41
Clients
Individual Clients
21AUM
$13.6M
HNW Individual Clients
15AUM
$52.8M
Pooled Vehicle Clients
6AUM
$45M
Corporation or Business Clients
55AUM
$358.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RESEARCH
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.