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Building 2BRB FINANZ USA

Map pin
Phone305-954-2020
NotebookSEC #801-128246
Total AUM
$261M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-954-2020

ReceiptFinancials

Total AUM
$261M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$261M
Accounts
1

ContactClients

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Pooled Vehicle Clients
1
AUM
$261M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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