1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MENDOZA PRIVATE WEALTH

Map pinMIAMI, FL
Phone305-503-5133
NotebookSEC #801-135851
Total AUM
$101.4M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 NW 53RD STREET
SUITE 450
MIAMI
FL 33166
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
305-503-5133

ReceiptFinancials

Total AUM
$101.4M
Accounts
171
Discretionary
$94.8M
Accounts
164
Non-Discretionary
$6.6M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
18
AUM
$6.6M
HNW Individual Clients
35
AUM
$94.1M
Pension/Profit Sharing Plan Clients
1
AUM
$638K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account