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Building 2THE FINANCIAL ADVISORS NETWORK

Map pinMIAMI, FL
Phone305-577-7775
NotebookSEC #801-57025
Total AUM
$4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 BRICKELL AVENUE
NORTH TOWER, SUITE 1004
MIAMI
FL 33131
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-577-7775

ReceiptFinancials

Total AUM
$4M
Accounts
85
Discretionary
$2.2M
Accounts
62
Non-Discretionary
$1.7M
Accounts
23

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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