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Building 2PINVEST

Map pinCORAL GABLES, FL
Phone786 244-7346 786 458-8491
NotebookSEC #801-130446
Total AUM
$377.5M
Employees
4
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
396 ALHAMBRA CIRCLE
PH2
CORAL GABLES
FL 33134
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
786 244-7346 786 458-8491

ReceiptFinancials

Total AUM
$377.5M
Accounts
6
Discretionary
$23.6K
Accounts
3
Non-Discretionary
$377.5M
Accounts
3

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
2
AUM
$23.6K
Banking Clients
2
AUM
$200.3M
Corporation or Business Clients
1
AUM
$177.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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