5550 Glades Road
Suite 535
Boca Raton, Florida 33431
Tel: 305-466-0467
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142478 |
| SEC# | 801-67322 |
| Assets Managed by Firm | $62,375,511 |
| No. of Clients | 253 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 253 | $62,375,511 |
| Individuals (other than high net worth individuals) | 116 | $36,492,024 |
| High net worth individuals | 11 | $22,309,779 |
| Pension and profit sharing plans | 1 | $3,573,708 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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