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Building 2RESHAPE WEALTH

Map pinBOCA RATON, FL
Phone646-626-7902
NotebookSEC #801-130135
Total AUM
$232.2M
Employees
3
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 N FEDERAL HIGHWAY
SUITE 300
BOCA RATON
FL 33432
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
646-626-7902
Other Offices
1

ReceiptFinancials

Total AUM
$232.2M
Accounts
648
Discretionary
$232.2M
Accounts
648
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$11.9M
HNW Individual Clients
88
AUM
$219.8M
Pension/Profit Sharing Plan Clients
1
AUM
$550.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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