Adviser Profile
| As of Date | 05/18/2025 |
| Registration status | Registration Changed to 55 NORTH PRIVATE WEALTH, LLC |
| ADV Location | ORLANDO, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 366,783,137 1901% |
| of that, discretionary | 315,840,767 1623% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 5 400% |
| Private Fund GAV* | 0 |
| Avg Account Size | 658,498 -7% |
| % High Net Worth | 59.85% -30% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds