Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Registration Changed to FLORIDA ATLANTIC SECURITIES CORP. |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 590,035,263 1356% |
| of that, discretionary | 590,035,263 1356% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 7,973,450 411% |
| % High Net Worth | 42.00% -36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1