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Building 2PROXY WEALTH ADVISORS LLC

Map pinWINDERMERE, FL
Phone646-289-5075
NotebookSEC #801-128321
Total AUM
$83.3M
Employees
25
Clients
614

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 CONROY WINDERMERE RD.
SUITE 217
WINDERMERE
FL 34786
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
646-289-5075
Other Offices
2

ReceiptFinancials

Total AUM
$83.3M
Accounts
614
Discretionary
$83.3M
Accounts
614
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
595
AUM
$50.9M
HNW Individual Clients
10
AUM
$23.1M
Pension/Profit Sharing Plan Clients
9
AUM
$9.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMSNCNHNJNVNYOHOKSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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