National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jimmy Gonzalez

Anthem Advisors

117 NE 1 Avenue
5th Floor

Miami, FL 33132
(305) 4823002

WE have a plan

About Anthem Advisors

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 lifes most complicated questions. For example, Do I have enough to retire with confidence?

General Information

Firm Start Year

2015

No.of Employees

5-9

Firm CRD#

298454

Name of Custodial Firm

Fidelity, TD Ameritrade & Betterment Institutional

Years of Experience in Financial Services

20

Number of Years with Current Firm

5

I work with the following types of clients

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

Services

Investment Types

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

I can meet clients in the following ways

At your office, At my office, Via phone, Via email, Video Conference, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 63, Series 65

Firm Information

Advisor's Number of Clients

100

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclaimer

Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Slow Capital, Inc. a Registered Investment Advisor. Investment Advisory services are offered through Slow Capital, Inc. Anthem Advisors, LLC and Slow Capital, Inc. are separate and unrelated companies. All flat-fee financial planning services and Pension Advisory or 401k services are offered through Anthem Advisors, LLC a state registered investment advisor.