NOESIS CAPITAL MANAGEMENT CORP

Fountain Square, 2700 North Military Trail
Suite 210
Boca Raton, Florida 33431
Tel: 561-999-9888

About NOESIS CAPITAL MANAGEMENT CORP

NOESIS CAPITAL MANAGEMENT CORP, formally registered with the SEC as NOESIS CAPITAL MANAGEMENT CORP. The firm was established in 09/05/1995. They have over 1 offices throughout the country.

NOESIS CAPITAL MANAGEMENT CORP is a Boca Raton, Florida based Financial Planning firm with nearly $707,201,299 assets under management, offering retirement planning & investment advisory services to 717 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110819
SEC#	801-49934
Assets Managed by Firm	$707,201,299
No. of Clients	717
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ASSETS UNDER ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	717	$707,201,299
Individuals (other than high net worth individuals)	169	$81,606,710
High net worth individuals	145	$534,941,454
Pension and profit sharing plans	2	$2,014,883
Corporations or other businesses	11	$88,638,252

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