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Building 2GOI

Map pinMIAMI, FL
Phone888-464-4742
NotebookSEC #801-135747
Total AUM
$111.3M
Employees
3
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BRICKELL AVENUE
8TH FLOOR
MIAMI
FL 33131
United States
Operating Hours
9:00 - 5:00 EST
Monday - Friday
Phone
888-464-4742
Other Offices
2

ReceiptFinancials

Total AUM
$111.3M
Accounts
140
Discretionary
$111.3M
Accounts
140
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$4.7M
HNW Individual Clients
39
AUM
$103.5M
Investment Company Clients
1
AUM
$7.3K
Charitable Organization Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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

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