Overview
Assets Under Management: $173 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 14
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 14
Discretionary Accounts: 14
Regulatory Filings
CRD Number: 307775
Last Filing Date: 2025-01-22 00:00:00