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Building 21818 PRIVATE CLIENT GROUP, LLC

Map pinAVENTURA, FL
Phone(305) 684-8331
NotebookSEC #801-132124
Total AUM
$115.4M
Employees
3
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2980 NE 207TH ST
SUITE 809
AVENTURA
FL 33180
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(305) 684-8331

ReceiptFinancials

Total AUM
$115.4M
Accounts
59
Discretionary
$82.5M
Accounts
50
Non-Discretionary
$32.9M
Accounts
9

ContactClients

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Individual Clients
6
AUM
$3.6M
HNW Individual Clients
16
AUM
$111.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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