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THE STAGWELL GROUP LLC

1674 Meridian Avenue
Suite 210
Miami Beach, Florida 33139
Tel: (202) 478-4916

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About THE STAGWELL GROUP LLC

THE STAGWELL GROUP LLC, formally registered with the SEC as THE STAGWELL GROUP LLC. The firm was established in 06/12/2015. They have over 2 offices throughout the country.

THE STAGWELL GROUP LLC is a Miami Beach, Florida based Financial Planning firm with nearly $1,090,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#175350
SEC#801-100341
Assets Managed by Firm$1,090,000,000
No. of Clients1
No. of Advisors3

Fee Structure

  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$1,090,000,000

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