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Building 2GENTRUST

Map pinMIAMI, FL
Phone305-677-6688
NotebookSEC #801-72707
Total AUM
$5.2B
Employees
40
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 BRICKELL AVENUE
SUITE 3050
MIAMI
FL 33131
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
305-677-6688
Other Offices
1

ReceiptFinancials

Total AUM
$5.2B
Accounts
1,527
Discretionary
$3.9B
Accounts
1,413
Non-Discretionary
$1.3B
Accounts
114

ContactClients

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Individual Clients
27
AUM
$15.6M
HNW Individual Clients
237
AUM
$5B
Sovereign Wealth Fund Clients
1
AUM
$109.1M
Corporation or Business Clients
12
AUM
$80.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PROVIDE MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLILMAMDNHNJNYPRTXVAVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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