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Building 2GFG CAPITAL

Map pinMIAMI, FL
Phone305-810-6500
NotebookSEC #801-62274
Total AUM
$1B
Employees
16
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 BRICKELL AVENUE
SUITE 1400
MIAMI
FL 33131
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
305-810-6500

ReceiptFinancials

Total AUM
$1B
Accounts
707
Discretionary
$904.8M
Accounts
668
Non-Discretionary
$110.1M
Accounts
39

ContactClients

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Individual Clients
4
AUM
$2.2M
HNW Individual Clients
207
AUM
$359.5M
Pension/Profit Sharing Plan Clients
2
AUM
$3.2M
Corporation or Business Clients
78
AUM
$650M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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