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Building 2ANDBANC ADVISORY LLC

Map pinMIAMI, FL
Phone305-702-0601
NotebookSEC #801-79716
Total AUM
$806.5M
Employees
13
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S. BISCAYNE BLVD.
SUITE 1100
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-702-0601

ReceiptFinancials

Total AUM
$806.5M
Accounts
472
Discretionary
$537.5M
Accounts
267
Non-Discretionary
$268.9M
Accounts
205

ContactClients

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Individual Clients
95
AUM
$177.4M
HNW Individual Clients
377
AUM
$629.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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