← Back to searchVisit website
B1 FINANCIAL
B ONE MANAGEMENT LLC
CRD 323539
19505 BISCAYNE BLVD, SUITE 2350, AVENTURA, FL, 33180, United States
Phone
954-736-4699
Fax
954-239-2311
Registration
— (—)
Source
State registered
Total AUM
$39.7M
Discretionary AUM
$39.7M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.7M |
| High net worth individuals | 67 | $37.0M |
All web addresses on file
Official SEC filing: View on IAPD