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AVENTURA CAPITAL MANAGEMENT, LLC

5550 Glades Road
Suite 535
Boca Raton, Florida 33431
Tel: 305-466-0467

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About AVENTURA CAPITAL MANAGEMENT, LLC

AVENTURA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as AVENTURA CAPITAL MANAGEMENT, LLC. The firm was established in 11/29/2006. They have over 1 offices throughout the country.

AVENTURA CAPITAL MANAGEMENT, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $62,375,511 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#142478
SEC#801-67322
Assets Managed by Firm$62,375,511
No. of Clients253
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Commission Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total253$62,375,511
Individuals (other than high net worth individuals)116$36,492,024
High net worth individuals11$22,309,779
Pension and profit sharing plans1$3,573,708

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