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Building 2ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

Map pinCORAL GABLES, FL
Phone305.373.8033
NotebookSEC #801-70809
Total AUM
$690.9M
Employees
10
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 PONCE DE LEON BLVD.
SUITE 520
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
305.373.8033

ReceiptFinancials

Total AUM
$690.9M
Accounts
37
Discretionary
$112.5M
Accounts
13
Non-Discretionary
$578.4M
Accounts
24

ContactClients

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HNW Individual Clients
36
AUM
$611.4M
Charitable Organization Clients
1
AUM
$79.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFL

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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