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Building 2OPENVEST

Map pinMIAMI, FL
Phone917-678-8797
NotebookSEC #801-132047
Total AUM
$353.5K
Employees
2
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
66 W FLAGLER ST STE 900
MIAMI
FL 33130
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
917-678-8797

ReceiptFinancials

Total AUM
$353.5K
Accounts
139
Discretionary
$353.5K
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$353.5K
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAKSLAMINYOHTXUT

HandshakeAffiliates

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

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