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Building 2NUMA

Map pinMIAMI, FL
Phone786-315-4824
NotebookSEC #801-76990
Total AUM
$192.7M
Employees
10
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 BRICKELL AVENUE
SUITE 1950
MIAMI
FL 33131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
786-315-4824
Other Offices
2

ReceiptFinancials

Total AUM
$192.7M
Accounts
195
Discretionary
$116.8M
Accounts
143
Non-Discretionary
$75.9M
Accounts
52

ContactClients

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Individual Clients
36
AUM
$8.6M
HNW Individual Clients
24
AUM
$184.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
BACK-OFFICE EXECUTION AND SUB-ADVISORY. FOREIGN EXCHANGE HEDGING ADVISORY.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REIMBURSEMENT OF OFFICE AND OPERATIONS EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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