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CAIM LLC
595 Bay Isles Road
Suite 210
Longboat Key, Florida 34228
Tel: 941-388-7249
About CAIM LLC
CAIM LLC, formally registered with the SEC as CAIM LLC. The firm was established in 03/06/2017. They have over 1 offices throughout the country.
CAIM LLC is a Longboat Key, Florida based Financial Planning firm with nearly $111,583,776 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144946 |
| SEC# | 801-110097 |
| Assets Managed by Firm | $111,583,776 |
| No. of Clients | 321 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Other (SUBADVISOR FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (SUBADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 321 | $111,583,776 |
| High net worth individuals | 42 | $56,045,871 |
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|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
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| $118,191,936,095 | 97020 | 845 |
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