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Building 2AFFILIATED PRIVATE INVESTORS LLC

Map pinWEST PALM BEACH, FL
Phone5613188710
NotebookSEC #801-49946
Total AUM
$533.7M
Employees
6
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4512 N. FLAGLER DRIVE
SUITE 201
WEST PALM BEACH
FL 33407
United States
Operating Hours
9:00A 5:00PM
Monday - Friday
Phone
5613188710

ReceiptFinancials

Total AUM
$533.7M
Accounts
54
Discretionary
$533.7M
Accounts
54
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$871.4K
HNW Individual Clients
23
AUM
$532.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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