Overview
Assets Under Management: $300 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 39
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.80
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 57
Discretionary Accounts: 52
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 282426
Last Filing Date: 2025-02-21 00:00:00
Website: https://premiaglobaladvisors.com