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1818 PRIVATE CLIENT GROUP, LLC

CRD 304110 · SEC 801-132124

Visit website

2980 NE 207TH ST, SUITE 809, AVENTURA, FL, 33180, United States

Phone

(305) 684-8331

Fax

(786) 207-1163

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$115.4M

Discretionary AUM

$82.5M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals6$3.6M
High net worth individuals16$111.8M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD