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ALLARIA ASSET MANAGEMENT, LLC
1110 Brickell Avenue
Suite 603
Miami, Florida 33131
Tel: 786-686-5400
About ALLARIA ASSET MANAGEMENT, LLC
ALLARIA ASSET MANAGEMENT, LLC, formally registered with the SEC as ALLARIA ASSET MANAGEMENT, LLC. The firm was established in 05/13/2022. They have over 1 offices throughout the country.
ALLARIA ASSET MANAGEMENT, LLC is a Miami, Florida based Financial Planning firm with nearly $115,084,978 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287513 |
| SEC# | 801-125025 |
| Assets Managed by Firm | $115,084,978 |
| No. of Clients | 14 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $115,084,978 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,917,959 |
| Corporations or other businesses | 11 | $112,167,019 |
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