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Building 2AM GLOBAL FAMILY INVESTMENT OFFICE

Map pinWEST PALM BEACH, FL
Phone561-249-6826
NotebookSEC #801-78445
Total AUM
$367.5M
Employees
8
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 CLEMATIS STREET
SUITE 300
WEST PALM BEACH
FL 33401
United States
Operating Hours
8:30AM- 5:00PM
Monday - Friday
Phone
561-249-6826

ReceiptFinancials

Total AUM
$367.5M
Accounts
152
Discretionary
$289.1M
Accounts
124
Non-Discretionary
$78.4M
Accounts
28

ContactClients

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Individual Clients
8
AUM
$17.8M
HNW Individual Clients
15
AUM
$349.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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