CAPVIEW ADVISORS, LLC.
Coral Gables, FL
AUM
$42.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305 200-4188
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
88 advisers found
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
VIM WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-905-8950
EMERGENT GLOBAL INVESTMENTS
Coral Gables, FL
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
305-203-2322
GLOBALINVEST FINANCIAL SERVICES, INC.
Coral Gables, FL
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
786-536-4075
FAMILY AND MONEY MATTERS
Coral Gables, FL
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-432-3000
GUITIAN WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-389-7297
MULTUS ASSET MANAGEMENT
Coral Gables, FL
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
786-584-6170
FENDZ ASSET MANAGEMENT, INC.
Coral Gables, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
305-562-1944
LADIN FINANCIAL GROUP, INC.
Coral Gables, FL
AUM
$13.0M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-444-4898
FINANZ BUTIK CAPITAL MANAGEMENT, LLC
Coral Gables, FL
AUM
$7.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PROMOTER FEES
786.474.3131
AXXES ADVISORS I LLC
Coral Gables, FL
AUM
$6.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-684-1006
INVEX NEXT, LLC
Coral Gables, FL
AUM
$3.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
786-425-1717
MY INVESTMENT PATH
Coral Gables, FL
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
305-490-4413
FILON CAPITAL
Coral Gables, FL
AUM
$2.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-320-4638
ALTERNATIVE FINANCE LLC
Coral Gables, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
9548211354
CAMPBELL WILLIAMS, INC.
Coral Gables, FL
AUM
—
Wealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-441-1450
MARA RIVER CAPITAL MANAGEMENT, LP
Coral Gables, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(214) 478-8750
MARKETGRADER CAPITAL, LLC
Coral Gables, FL
AUM
—
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-472-9017