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Building 2BILTMORE CAPITAL ADVISORS

Map pinBOCA RATON, FL
Phone888-391-4563
NotebookSEC #801-68057
Total AUM
$644.5M
Employees
7
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2799 NW 2ND AVENUE
SUITE 101
BOCA RATON
FL 33431
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
888-391-4563
Other Offices
1

ReceiptFinancials

Total AUM
$644.5M
Accounts
1,316
Discretionary
$644.5M
Accounts
1,316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
183
AUM
$61.1M
HNW Individual Clients
146
AUM
$577.6M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
4
AUM
$4.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALAMDMSNJNYOHPATNTX

HandshakeAffiliates

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

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