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Building 2WOOLF AND FOLDES

Map pinMIAMI, FL
Phone305-670-0545
NotebookSEC #801-43771
Total AUM
$125M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9130 S DADELAND BLVD
STE 1600
MIAMI
FL 33156
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-670-0545

ReceiptFinancials

Total AUM
$125M
Accounts
215
Discretionary
$125M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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