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Building 2AVENTUS INVESTMENT ADVISORS, INC.

Map pinNAPLES, FL
Phone239-673-0020
NotebookSEC #801-131660
Total AUM
$136.5M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
780 5TH AVENUE SOUTH
SUITE 200
NAPLES
FL 34102
United States
Operating Hours
9:00AM TO 5:00PM
BY APPOINTMENT
Phone
239-673-0020
Other Offices
2

ReceiptFinancials

Total AUM
$136.5M
Accounts
406
Discretionary
$136.5M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$31.1M
HNW Individual Clients
56
AUM
$105.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING; ALTERNATIVE INVESTMENT EVALUATION, ASSISTANCE WITH TAX FILING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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