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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$160.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 160.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 321270 |
| SEC Number | 801-129403 |
| Phone | 786-897-5035 |
| Total Employees | 1 |
Client Count by Type (27 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 18 |
| Individuals (other than H… | 6 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.