GOI
Total AUM
$111.3M
Employees
3Clients
60Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 BRICKELL AVENUE
8TH FLOOR
MIAMI
FL 33131
United States
8TH FLOOR
MIAMI
FL 33131
United States
Operating Hours
9:00 - 5:00 EST
Monday - Friday
Monday - Friday
Phone
888-464-4742
Other Offices
2
Financials
Total AUM
$111.3M
Accounts
140Discretionary
$111.3M
Accounts
140Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
19AUM
$4.7M
HNW Individual Clients
39AUM
$103.5M
Investment Company Clients
1AUM
$7.3K
Charitable Organization Clients
1AUM
$3.2M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.