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Home > Retirement Planners > florida > coral gables > AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC.
220 Alhambra Circle
2nd Floor
Coral Gables, Florida 33134
Tel: 305-460-8599
About AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC, formally registered with the SEC as AMERANT INVESTMENTS, INC. The firm was established in 08/09/2002. They have over 6 offices throughout the country.
AMERANT INVESTMENTS, INC. is a Coral Gables, Florida based Financial Planning firm with nearly $632,826,715 assets under management, offering retirement planning & investment advisory services to 1023 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117284 |
| SEC# | 801-61889 |
| Assets Managed by Firm | $632,826,715 |
| No. of Clients | 1023 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1023 | $632,826,715 |
| Individuals (other than high net worth individuals) | 460 | $148,160,339 |
| High net worth individuals | 69 | $141,594,313 |
| Pension and profit sharing plans | Fewer than 5 clients | $755,060 |
| Charitable organizations | 6 | $1,854,225 |
| Corporations or other businesses | 162 | $340,462,778 |
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|---|---|---|---|
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