Overview
Assets Under Management: $283 million
Headquarters: COCONUT GROVE, FL
High-Net-Worth Clients: 46
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 46
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 282031
Last Filing Date: 2025-02-14 00:00:00
Website: https://ekantawealth.com