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Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 11/10/2016
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 495,627,896 24%
of that, discretionary 57,175,314 -14%
Number of Employees 7
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 6,118,863 7%
% High Net Worth 53.06% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

438M 376M 313M 251M 188M 125M 63M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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