1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEWERA WEALTH

Map pinCORAL GABLES, FL
Phone786-577-9396
NotebookSEC #801-130504
Total AUM
$21.7M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 ALHAMBRA PLAZA
SUITE 1000
CORAL GABLES
FL 33134
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
786-577-9396

ReceiptFinancials

Total AUM
$21.7M
Accounts
33
Discretionary
$7.8M
Accounts
20
Non-Discretionary
$13.9M
Accounts
13

ContactClients

View more in analytics →

HNW Individual Clients
4
AUM
$1.2M
Corporation or Business Clients
5
AUM
$17.8M
Other Clients
2
AUM
$2.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account