1395 Brickell Ave
Unit 800
Miami, Florida 33131
Tel: (305) 200-8800
CLOCKWISE CAPITAL LLC, formally registered with the SEC as CLOCKWISE CAPITAL LLC. The firm was established in 01/11/2022. They have over 3 offices throughout the country.
CLOCKWISE CAPITAL LLC is a Miami, Florida based Financial Planning firm with nearly $67,343,723 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175233 |
| SEC# | 801-123024 |
| Assets Managed by Firm | $67,343,723 |
| No. of Clients | 5 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $67,343,723 |
| Other investment advisers | 3 | $31,843,296 |
| 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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