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Building 2BGV FINANCIAL ADVISORS

Map pinMIAMI, FL
Phone305-615-2101
NotebookSEC #801-128743
Total AUM
$143.8M
Employees
2
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S. BISCAYNE BLVD
SUITE 1130
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
305-615-2101

ReceiptFinancials

Total AUM
$143.8M
Accounts
103
Discretionary
$143.8M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1M
HNW Individual Clients
1
AUM
$3.8M
Banking Clients
1
AUM
$106.1M
Other Clients
77
AUM
$32.9M
Description of Other Clients
PICS (PRIVATE INVESTMENT COMPANIES)

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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