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Building 2MORI HUSTON PARTNERS

Map pinMIAMI, FL
Phone305-856-9303
NotebookSEC #801-70587
Total AUM
$241.6M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 BRICKELL AVENUE
SUITE 2160
MIAMI
FL 33131
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
305-856-9303

ReceiptFinancials

Total AUM
$241.6M
Accounts
72
Discretionary
$146.8M
Accounts
60
Non-Discretionary
$94.8M
Accounts
12

ContactClients

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Individual Clients
1
AUM
$364.4K
HNW Individual Clients
68
AUM
$210.3M
Pooled Vehicle Clients
1
AUM
$26M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CORPORATE AND ADMINISTRIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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