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Building 2BASTION FIDUCIARY

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Phone(786) 706-6651
NotebookSEC #801-131510
Total AUM
$125.2M
Employees
7
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(786) 706-6651

ReceiptFinancials

Total AUM
$125.2M
Accounts
437
Discretionary
$125.2M
Accounts
437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
235
AUM
$92.6M
Investment Company Clients
1
AUM
$23.9M
Pension/Profit Sharing Plan Clients
4
AUM
$8.5M
Corporation or Business Clients
2
AUM
$240K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CAFLILLAMDNCNYPATX

HandshakeAffiliates

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

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