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Building 2ARCHPOINT INVESTORS

Map pinCORAL GABLES, FL
Phone786-810-3660
NotebookSEC #801-70679
Total AUM
$4.1B
Employees
11
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2701 S LE JEUNE RD
#1111
CORAL GABLES
FL 33134
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
786-810-3660
Other Offices
1

ReceiptFinancials

Total AUM
$4.1B
Accounts
287
Discretionary
$791.6M
Accounts
121
Non-Discretionary
$3.3B
Accounts
166

ContactClients

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HNW Individual Clients
27
AUM
$3.9B
Pooled Vehicle Clients
2
AUM
$38.1M
Charitable Organization Clients
9
AUM
$231.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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

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