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Building 2BAYSHORE WEALTH ADVISORS

Map pinCORAL GABLES, FL
Phone786-888-9400
NotebookSEC #801-68559
Total AUM
$740.1M
Employees
4
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 ALHAMBRA PLAZA
SUITE 1210
CORAL GABLES
FL 33134
United States
Operating Hours
9:30 AM TO 6:00 PM
Monday - Friday
Phone
786-888-9400

ReceiptFinancials

Total AUM
$740.1M
Accounts
419
Discretionary
$738.3M
Accounts
417
Non-Discretionary
$1.8M
Accounts
2

ContactClients

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Individual Clients
31
AUM
$11.2M
HNW Individual Clients
94
AUM
$697.4M
Pension/Profit Sharing Plan Clients
1
AUM
$295.8K
Corporation or Business Clients
3
AUM
$31.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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