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Building 2A&M PRIVATE WEALTH PARTNERS, LLC

Map pinWEST PALM BEACH, FL
Phone561-268-0900
NotebookSEC #801-130473
Total AUM
$1.8B
Employees
28
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 BANYAN BLVD
10TH FLOOR
WEST PALM BEACH
FL 33401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-268-0900
Other Offices
4

ReceiptFinancials

Total AUM
$1.8B
Accounts
250
Discretionary
$1.7B
Accounts
187
Non-Discretionary
$179.1M
Accounts
63

ContactClients

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HNW Individual Clients
34
AUM
$970M
Charitable Organization Clients
1
AUM
$55.7M
Insurance Company Clients
1
AUM
$25.4M
Corporation or Business Clients
9
AUM
$781.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGAMTNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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