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Building 2SAAGA

Map pinMIAMI, FL
Phone786-940-3505
NotebookSEC #801-128286
Total AUM
$717.5M
Employees
6
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 BRICKELL AVENUE
SUITE 2410
MIAMI
FL 33131
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
786-940-3505

ReceiptFinancials

Total AUM
$717.5M
Accounts
565
Discretionary
$0
Accounts
0
Non-Discretionary
$717.5M
Accounts
565

ContactClients

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HNW Individual Clients
22
AUM
$717.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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