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Building 2WELCY CAPITAL ADVISORS LLC

Map pinMIAMI, FL
Phone786.353.0036
NotebookSEC #801-130588
Total AUM
$225.7M
Employees
10
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 BRICKELL AVENUE
SUITE 1600
MIAMI
FL 33131
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
786.353.0036
Other Offices
1

ReceiptFinancials

Total AUM
$225.7M
Accounts
21
Discretionary
$211.7M
Accounts
14
Non-Discretionary
$14M
Accounts
7

ContactClients

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Individual Clients
10
AUM
$3M
HNW Individual Clients
1
AUM
$3.2M
Banking Clients
1
AUM
$18.3M
Pooled Vehicle Clients
2
AUM
$187.5M
Corporation or Business Clients
5
AUM
$13.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLNJ

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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