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Building 2BOCA WEALTH ADVISORS

Map pinBOCA RATON, FL
Phone561-391-4477
NotebookSEC #801-56858
Total AUM
$378.6M
Employees
2
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 S FEDERAL HWY
SUITE 306
BOCA RATON
FL 33432
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
561-391-4477

ReceiptFinancials

Total AUM
$378.6M
Accounts
514
Discretionary
$378.6M
Accounts
514
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$30M
HNW Individual Clients
87
AUM
$310.2M
Pension/Profit Sharing Plan Clients
4
AUM
$13.5M
Charitable Organization Clients
1
AUM
$24.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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