Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

88 advisers found

INVEX ADVISORS LLC

Coral Gables, FL

AUM

$759.3M

Wealth MgmtTrusts & Estates

Team

6 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

786-425-1717

Full profileNo website

BR CAPITAL

Coral Gables, FL

AUM

$568.4M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

305-448-0014

Full profileNo website

AUM

$5.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

305.615.1458

Full profileNo website

GROUP U, LLC

Coral Gables, FL

AUM

$2.6M

Wealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM

305-458-7549

Full profileNo website
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