Overview
Assets Under Management: $393 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 239
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 239
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 226
Discretionary Accounts: 53
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 134626
Last Filing Date: 2024-03-22 00:00:00
Website: https://azimutgenesis.com