Adviser Profile

As of Date 06/28/2026
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 1,631,198,370 18%
of that, discretionary 1,394,829,644 20%
Number of Employees 27 -10%
of those in investment advisory functions 27 8%
Private Fund GAV* 0
Avg Account Size 942,889 13%
% High Net Worth 29.43% -34%
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
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 835M 626M 418M 209M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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