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Building 2CENTRICA WEALTH MANAGEMENT

Map pinMIAMI, FL
Phone305-686-7910
NotebookSEC #801-132188
Total AUM
$627.4M
Employees
3
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 BRICKELL AVENUE
SUITE 1700B
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
305-686-7910

ReceiptFinancials

Total AUM
$627.4M
Accounts
45
Discretionary
$570M
Accounts
32
Non-Discretionary
$57.4M
Accounts
13

ContactClients

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HNW Individual Clients
14
AUM
$627.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed 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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