Adviser Profile
| As of Date | 08/05/2020 |
| Registration status | Terminated |
| ADV Location | MIAMI, FL, United States |
| AUM* | 20,404,562 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
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
20M
17M
15M
12M
9M
6M
3M
2018
2019
2020
Private Funds
No private funds