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Building 2COLBERT INVESTMENT MANAGEMENT CO

Map pinMIAMI, FL
Phone305-416-9996
NotebookSEC #801-54716
Total AUM
$295.8M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3520 MARY STREET
SUITE 202
MIAMI
FL 33133
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
305-416-9996

ReceiptFinancials

Total AUM
$295.8M
Accounts
144
Discretionary
$295.8M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
143
AUM
$59.4M
Sovereign Wealth Fund Clients
1
AUM
$236.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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