Overview
Assets Under Management: $115 million
Headquarters: AVENTURA, FL
High-Net-Worth Clients: 16
Average Client Assets: $7 million
Frequently Asked Questions
1818 PRIVATE CLIENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304110), 1818 PRIVATE CLIENT GROUP, LLC is subject to fiduciary duty under federal law.
1818 PRIVATE CLIENT GROUP, LLC is headquartered in AVENTURA, FL.
1818 PRIVATE CLIENT GROUP, LLC serves 16 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, 1818 PRIVATE CLIENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
1818 PRIVATE CLIENT GROUP, LLC manages $115 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, 1818 PRIVATE CLIENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.91
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 59
Discretionary Accounts: 50
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 304110
Filing ID: 2045485
Last Filing Date: 2026-01-30 08:49:08