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Building 2BALANZ

Map pinCORAL GABLES, FL
Phone786 292-7009
NotebookSEC #801-126818
Total AUM
$152.6M
Employees
11
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 PONCE DE LEON BLVD.
SUITE 710
CORAL GABLES
FL 33134
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
786 292-7009

ReceiptFinancials

Total AUM
$152.6M
Accounts
66
Discretionary
$29.6M
Accounts
32
Non-Discretionary
$123M
Accounts
34

ContactClients

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Individual Clients
31
AUM
$7.6M
HNW Individual Clients
32
AUM
$46.4M
Investment Advisor Clients
1
AUM
$98.2M
Corporation or Business Clients
2
AUM
$336.6K

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
FLMANJNYSCTXUTVA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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