DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > florida > coconut creek
UTOPIA WEALTH MANAGEMENT, LLC
Tel: 754-264-4778
6810 N. State Rd. 7 Coconut Creek, Florida 33073
UTOPIA WEALTH MANAGEMENT, LLC
UTOPIA WEALTH MANAGEMENT, LLC is a Coconut Creek, Florida based financial advisory firm with nearly $199,644,364 in assets under management and provides investment advisory services for 188 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (ADVISORY CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Other (WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20
Firm CRD#:
300266
SEC#:
801-116740
No. of Clients:
188
Assets under Management
$199,644,364
No. of Advisors:
2
More Financial Advisory Firms in Coconut Creek, Florida
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 705 | 13966 |
| CITADEL ADVISORS LLC | 148826 | 2932 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 6727 |
| GQG PARTNERS | 283720 | 189 |
| CORIENT | 319448 | 845 |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | 578 |
More Firms in Coconut Creek, Florida >>