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Building 2L 1 GLOBAL WEALTH LLC

Map pinCOCONUT GROVE, FL
Phone305-848-3411
NotebookSEC #801-134149
Total AUM
$2.8B
Employees
4
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 S BAYSHORE DR.
UNIT 100
COCONUT GROVE
FL 33133
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
305-848-3411

ReceiptFinancials

Total AUM
$2.8B
Accounts
139
Discretionary
$300.7M
Accounts
18
Non-Discretionary
$2.5B
Accounts
121

ContactClients

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HNW Individual Clients
17
AUM
$2.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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