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Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
Ste 1104

Coral Gables, FL 33134

305-482-3002

We Focus on Managing Your Investment Risk for You.

About Anthem Advisors

We're Your Partner for Long-Term Wealth.

Our goals are the same: Sound investment advice free from conflict of interest.

It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

5-9

CRD#

4271692

Firm CRD#

143440

Name of Custodial Firm

Fidelity, TD Ameritrade & Betterment Institutional

Years of Experience in Financial Services

21

Number of Years with Current Firm

5

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 65, Series 63

Firm Information

Advisor's Number of Clients

100

Advisor's Number of Planning Clients

20

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1886766/financialadvisor-anthem-advisors-detailed-disclosure

Disclaimer

Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Belpointe Asset Management LLC. a Registered Investment Advisor. Investment Advisory services are offered through Belpointe Asset Management LLC