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AMERANT INVESTMENTS, INC.
CRD 117284 · SEC 801-61889
220 ALHAMBRA CIRCLE, 2ND FLOOR, CORAL GABLES, FL, 33134, United States
Phone
305-460-8599
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$782.4M
Discretionary AUM
$482.0M
Team
35 total employees; 22 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 841 | $139.4M |
| High net worth individuals | 143 | $268.2M |
| Pooled investment vehicles | 1 | $26.8M |
| Charitable organizations | 13 | $6.6M |
| Corporations/business entities | 299 | $341.3M |
States served
CA, IL, NJ, NM, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD