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Financial advisory firms
in Aventura, FL.

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0 financial advisors16 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

16 advisory firmsCompare public facts. Verify experience directly.
0 financial advisors16 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1818 PRIVATE CLIENT GROUP, LLCCRD 304110

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACTIVEST WEALTH MANAGEMENT, LLCCRD 156150

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALIUS CAPITAL PARTNERSCRD 341875

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Other: REAL ESTATE SOURCING, DUE DILIGENCE, ASSET MANAGEMENT RELATED TO REAL ESTATE INVESTMENTSPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AVENTURA PRIVATE WEALTH, LLCCRD 332630

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXXETS WMCRD 340858

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsOther: CONSULTING SERVICESPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARDONE WEALTH ADVISORSCRD 337559

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Financial planningSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CV ADVISORS LLCCRD 164817

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EVOLUTION WEALTH ADVISORS, LLCCRD 285142

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPension and profit sharing plansOther: OFFERS RESEARCH/ADVICE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FITZROY INVESTMENT ADVISORS LLCCRD 174342

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsFinancial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HARBOR ITHAKACRD 170580

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KAILIX ADVISORS LLCCRD 311094

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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OMNIA FAMILY WEALTH, LLCCRD 170909

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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OPENVESTCRD 328152

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RVX ASSET MANAGEMENT LLCCRD 282804

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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UNISON ASSET MANAGEMENT LLCCRD 288249

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)State or municipal government entities
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
WM PARTNERS, LPCRD 235788

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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