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Home > Retirement Planners > florida > coral gables > DRIFTWOOD ADVISORS, LLC
DRIFTWOOD ADVISORS, LLC
255 Alhambra Cir, Ste 760
Coral Gables, Florida 33134
Tel: 305 500 9998
About DRIFTWOOD ADVISORS, LLC
DRIFTWOOD ADVISORS, LLC, formally registered with the SEC as DRIFTWOOD ADVISORS, LLC. The firm was established in 05/29/2020. They have over 1 offices throughout the country.
DRIFTWOOD ADVISORS, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $821,324,898 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307316 |
| SEC# | 801-118811 |
| Assets Managed by Firm | $821,324,898 |
| No. of Clients | 3 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $821,324,898 |
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