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AZZENDO WEALTH ADVISORS
901 Ponce De Leon Blvd.
Suite 501
Coral Gables, Florida 33134
Tel: 305-648-9814
About AZZENDO WEALTH ADVISORS
AZZENDO WEALTH ADVISORS, formally registered with the SEC as AZZENDO WEALTH ADVISORS. The firm was established in 04/13/2017. They have over 1 offices throughout the country.
AZZENDO WEALTH ADVISORS is a Coral Gables, Florida based Financial Planning firm with nearly $268,013,075 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145919 |
| SEC# | 801-110395 |
| Assets Managed by Firm | $268,013,075 |
| No. of Clients | 587 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 587 | $268,013,075 |
| Individuals (other than high net worth individuals) | 145 | $45,844,855 |
| High net worth individuals | 82 | $216,642,774 |
| Pension and profit sharing plans | 5 | $5,379,033 |
| Charitable organizations | 3 | $146,413 |
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