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Building 2DOWNTOWN WEALTH STUDIOS, LLC

Map pinMIAMI, FL
Phone888-240-2737
NotebookSEC #801-127415
Total AUM
$563.5M
Employees
5
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
218 NORTHWEST 24TH ST.
MIAMI
FL 33127
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
888-240-2737
Other Offices
8

ReceiptFinancials

Total AUM
$563.5M
Accounts
135
Discretionary
$41.4M
Accounts
49
Non-Discretionary
$522.1M
Accounts
86

ContactClients

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Individual Clients
9
AUM
$2.2M
HNW Individual Clients
36
AUM
$549.1M
Charitable Organization Clients
1
AUM
$12.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMANHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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