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Building 2CORRALES & CO.

Map pinMIAMI, FL
Phone(239) 421-5359
NotebookSEC #801-130804
Total AUM
$174.2M
Employees
10
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 BRICKELL AVE
SUITE 220
MIAMI
FL 33131
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
(239) 421-5359

ReceiptFinancials

Total AUM
$174.2M
Accounts
738
Discretionary
$152.9M
Accounts
645
Non-Discretionary
$21.3M
Accounts
93

ContactClients

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Individual Clients
223
AUM
$38.8M
HNW Individual Clients
57
AUM
$123.7M
Pension/Profit Sharing Plan Clients
9
AUM
$9.8M
Charitable Organization Clients
3
AUM
$504.4K
Corporation or Business Clients
12
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAILLAMAMDMINCNHNYOHPATXVA

HandshakeAffiliates

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

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