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Building 2NOESIS CAPITAL MANAGEMENT CORP

Map pinBOCA RATON, FL
Phone561-999-9888
NotebookSEC #801-49934
Total AUM
$876.9M
Employees
12
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL
SUITE 210
BOCA RATON
FL 33431
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
561-999-9888

ReceiptFinancials

Total AUM
$876.9M
Accounts
851
Discretionary
$816.3M
Accounts
797
Non-Discretionary
$60.6M
Accounts
54

ContactClients

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Individual Clients
181
AUM
$93.5M
HNW Individual Clients
181
AUM
$683.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Corporation or Business Clients
11
AUM
$98.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSETS UNDER ADVISEMENT/ CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILKSLAMAMDMEMNMOMSNCNHNJNMNVNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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