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Building 2AVENTURA PRIVATE WEALTH, LLC

Map pinAVENTURA, FL
Phone305-845-1937
NotebookSEC #801-130986
Total AUM
$374.8M
Employees
5
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19790 WEST DIXIE HWY
SUITE 805
AVENTURA
FL 33180
United States
Operating Hours
9:00 AM UNTIL 5:00 PM
Monday - Friday
Phone
305-845-1937

ReceiptFinancials

Total AUM
$374.8M
Accounts
516
Discretionary
$374.8M
Accounts
515
Non-Discretionary
$39.5K
Accounts
1

ContactClients

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Individual Clients
96
AUM
$37.9M
HNW Individual Clients
82
AUM
$305.3M
Pooled Vehicle Clients
3
AUM
$26.4M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M
Corporation or Business Clients
5
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANJNY

HandshakeAffiliates

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

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