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Building 2ETHOS PRIVATE WEALTH

Map pin
Phone(305) 602-1000
NotebookSEC #801-77626
Total AUM
$22.4M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(305) 602-1000

ReceiptFinancials

Total AUM
$22.4M
Accounts
48
Discretionary
$22.4M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
8
AUM
$22.3M
Charitable Organization Clients
1
AUM
$100K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FEE

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLPA

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

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