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Building 2ENTELEVEST, LLC

Map pinCORAL GABLES, FL
Phone305-390-4197
NotebookSEC #801-132186
Total AUM
$147M
Employees
3
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 ALHAMBRA PLAZA
SUITE 1209
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
305-390-4197

ReceiptFinancials

Total AUM
$147M
Accounts
280
Discretionary
$142.3M
Accounts
273
Non-Discretionary
$4.8M
Accounts
7

ContactClients

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Individual Clients
79
AUM
$27.4M
HNW Individual Clients
77
AUM
$114.7M
Corporation or Business Clients
6
AUM
$4.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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