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

Building 2SULZBERGER CAPITAL ADVISORS, INC.

Map pinMIAMI, FL
Phone305-573-4900
NotebookSEC #801-136480
Total AUM
$117.1M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 BISCAYNE BOULEVARD
SUITE 205
MIAMI
FL 33137
United States
Operating Hours
9:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
305-573-4900

ReceiptFinancials

Total AUM
$117.1M
Accounts
260
Discretionary
$117.1M
Accounts
260
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
41
AUM
$11M
HNW Individual Clients
49
AUM
$104.4M
Pension/Profit Sharing Plan Clients
1
AUM
$992.2K
Corporation or Business Clients
2
AUM
$683.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges 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