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1818 PRIVATE CLIENT GROUP, LLC
CRD 304110 · SEC 801-132124
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.6M |
| High net worth individuals | 16 | $111.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD