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Building 2BRIDGE GENERATIONS WEALTH MANAGEMENT

Map pinSOUTH MIAMI, FL
Phone305-666-9411
NotebookSEC #801-130597
Total AUM
$259.8M
Employees
7
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5966 SOUTH DIXIE HIGHWAY
SUITE 300
SOUTH MIAMI
FL 33143
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
305-666-9411
Other Offices
1

ReceiptFinancials

Total AUM
$259.8M
Accounts
472
Discretionary
$259M
Accounts
469
Non-Discretionary
$848.8K
Accounts
3

ContactClients

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Individual Clients
100
AUM
$230.9M
HNW Individual Clients
71
AUM
$28.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLTXUT

HandshakeAffiliates

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

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