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Building 2INVESTOR SOLUTIONS

Map pinCOCONUT GROVE, FL
Phone305-443-3339
NotebookSEC #801-47251
Total AUM
$1B
Employees
11
Clients
495

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2665 S. BAYSHORE DR.
SUITE 230
COCONUT GROVE
FL 33133
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
305-443-3339

ReceiptFinancials

Total AUM
$1B
Accounts
1,581
Discretionary
$1B
Accounts
1,518
Non-Discretionary
$22M
Accounts
63

ContactClients

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Individual Clients
287
AUM
$143.7M
HNW Individual Clients
180
AUM
$517.1M
Pension/Profit Sharing Plan Clients
25
AUM
$286M
Charitable Organization Clients
1
AUM
$17.7M
Sovereign Wealth Fund Clients
1
AUM
$81.4M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGAILLANCNHNJNYOKORSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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