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Building 2FDI WEALTH MANAGEMENT, LLC

Map pinMIAMI, FL
Phone561-875-7673
NotebookSEC #801-128421
Total AUM
$283.8M
Employees
5
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 BRICKELL AVE
SUITE 500
MIAMI
FL 33131
United States
Operating Hours
BY APPOINTMENT ONLY
OUT OF THE COUNTRY
Phone
561-875-7673
Other Offices
2

ReceiptFinancials

Total AUM
$283.8M
Accounts
353
Discretionary
$283.8M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$49.4M
HNW Individual Clients
18
AUM
$41.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
160
AUM
$191.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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