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SULZBERGER CAPITAL ADVISORS, INC.
CRD 174673 · SEC 801-136480
4500 BISCAYNE BOULEVARD, SUITE 205, MIAMI, FL, 33137, United States
Phone
305-573-4900
Fax
305-573-4990
Registration
— (—)
Source
State registered
Total AUM
$117.1M
Discretionary AUM
$117.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $11.0M |
| High net worth individuals | 49 | $104.4M |
| Pension/profit sharing plans | 1 | $992K |
| Corporations/business entities | 2 | $683K |
All web addresses on file
Official SEC filing: View on IAPD