Overview
Assets Under Management: $826 million
Headquarters: COCONUT GROVE, FL
High-Net-Worth Clients: 157
Average Client Assets: $2.4 million
Frequently Asked Questions
INVESTOR SOLUTIONS 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 #106532), INVESTOR SOLUTIONS is subject to fiduciary duty under federal law.
INVESTOR SOLUTIONS is headquartered in COCONUT GROVE, FL.
INVESTOR SOLUTIONS serves 157 high-net-worth clients according to their SEC filing dated December 26, 2017. View client details ↓
According to their SEC Form ADV, INVESTOR SOLUTIONS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INVESTOR SOLUTIONS manages $826 million in client assets according to their SEC filing dated December 26, 2017.
According to their SEC Form ADV, INVESTOR SOLUTIONS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.27%
Average Client Assets: $2.4 million
Total Client Accounts: 1,234
Discretionary Accounts: 1,219
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 106532
Filing ID: 1146566
Last Filing Date: 2017-12-26 15:58:00