114 Alhambra Cir
Suite 202
Coral Gables, Florida 33134
Tel: 786-477-6445
CEETO CAPITAL GROUP, LLC, formally registered with the SEC as CEETO CAPITAL GROUP, LLC. The firm was established in 01/25/2017. They have over 1 offices throughout the country.
CEETO CAPITAL GROUP, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $392,377,137 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286538 |
| SEC# | 801-109001 |
| Assets Managed by Firm | $392,377,137 |
| No. of Clients | 38 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $392,377,137 |
| High net worth individuals | 14 | $289,308,399 |
| Charitable organizations | 1 | $11,272,958 |
| 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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