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Building 2BARNETT CAPITAL ADVISORS LLC

Map pinMIAMI, FL
Phone305-328-8538
NotebookSEC #801-131653
Total AUM
$161.1M
Employees
3
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 BRICKELL AVE
SUITE 820
MIAMI
FL 33131
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
305-328-8538
Other Offices
2

ReceiptFinancials

Total AUM
$161.1M
Accounts
464
Discretionary
$156.1M
Accounts
445
Non-Discretionary
$5.1M
Accounts
19

ContactClients

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Individual Clients
162
AUM
$51.5M
HNW Individual Clients
39
AUM
$52.9M
Banking Clients
1
AUM
$521.5K
Pooled Vehicle Clients
1
AUM
$1.4M
Pension/Profit Sharing Plan Clients
6
AUM
$1.1M
Corporation or Business Clients
39
AUM
$53.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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