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PROXY WEALTH ADVISORS LLC

Tel: 646-289-5075
19505 Biscayne Blvd.
Suite 2350
Aventura, Florida  33180

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PROXY WEALTH ADVISORS LLC

PROXY WEALTH ADVISORS LLC is a Aventura, Florida based financial advisory firm with nearly $132,800,000 in assets under management and provides investment advisory services for 666 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

298080

SEC#:

801-128321

No. of Clients:

666

Assets under Management

$132,800,000

No. of Advisors:

13

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