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Building 2SAUL WEALTH ADVISORS, LLC

Map pinMIAMI, FL
Phone212-457-1990
NotebookSEC #801-134230
Total AUM
$201.5M
Employees
4
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 NE 26TH TERRACE
UNIT 3203
MIAMI
FL 33137
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
212-457-1990

ReceiptFinancials

Total AUM
$201.5M
Accounts
349
Discretionary
$76M
Accounts
272
Non-Discretionary
$125.5M
Accounts
77

ContactClients

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Individual Clients
39
AUM
$18.8M
HNW Individual Clients
64
AUM
$177.6M
Business Development Company Clients
3
AUM
$495.6K
Corporation or Business Clients
1
AUM
$4.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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