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Building 2INKWELL CAPITAL

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Phone(305) 791-3195
NotebookSEC #801-130180
Total AUM
$112.2M
Employees
2
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(305) 791-3195
Other Offices
1

ReceiptFinancials

Total AUM
$112.2M
Accounts
127
Discretionary
$112.1M
Accounts
126
Non-Discretionary
$50K
Accounts
1

ContactClients

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Individual Clients
20
AUM
$10.5M
HNW Individual Clients
29
AUM
$63.8M
Investment Advisor Clients
1
AUM
$35.8M
Corporation or Business Clients
1
AUM
$2.2M

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
FLGANCTX

HandshakeAffiliates

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

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