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AMERANT INVESTMENTS, INC.
CORAL GABLES, FL
305-460-8599
SEC #801-61889Total AUM
$782.4M
Employees
35Clients
1,297Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
220 ALHAMBRA CIRCLE
2ND FLOOR
CORAL GABLES
FL 33134
United States
2ND FLOOR
CORAL GABLES
FL 33134
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
305-460-8599
Other Offices
7
Financials
Total AUM
$782.4M
Accounts
1,296Discretionary
$482M
Accounts
992Non-Discretionary
$300.4M
Accounts
304
Clients
Individual Clients
841AUM
$139.4M
HNW Individual Clients
143AUM
$268.2M
Pooled Vehicle Clients
1AUM
$26.8M
Charitable Organization Clients
13AUM
$6.6M
Corporation or Business Clients
299AUM
$341.3M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
CACTFLILNJNMNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.