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Building 2MEIRA WEALTH

Map pinCORAL GABLES, FL
Phone305-670-4440
NotebookSEC #801-56677
Total AUM
$317.8M
Employees
6
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 ALHAMBRA PLAZA
SUITE 1000
CORAL GABLES
FL 33134
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Phone
305-670-4440
Other Offices
2

ReceiptFinancials

Total AUM
$317.8M
Accounts
782
Discretionary
$317.8M
Accounts
782
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$51.9M
HNW Individual Clients
91
AUM
$253.6M
Pension/Profit Sharing Plan Clients
4
AUM
$12.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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